Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 51% | 0.85% | New York Life Investment Management LLC |
| 2 | Brown Advisory Sustainable Small-Cap Core Fund · BAFYX, BIAYX cheaper | 42% | 0.94% | Brown Advisory LLC |
| 3 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 25% | 0.87% | Principal Global Investors, LLC |
| 4 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX cheaper | 24% | 0.83% | Brown Advisory LLC |
| 5 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 20% | 0.85% | Conestoga Capital Advisors, LLC |
| 6 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 19% | 0.81% | Brighthouse Investment Advisers, LLC |
| 7 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 19% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 8 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX cheaper diff. adviser | 18% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 9 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 18% | 0.90% | Conestoga Capital Advisors, LLC |
| 10 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 17% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 11 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 17% | 1.05% | BAMCO, Inc. |
| 12 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 16% | 1.05% | Wasatch Advisors LP |
| 13 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 16% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 14 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 16% | 0.60% | — |
| 15 | Multi-Manager U.S. Small Cap Equity Fund · MMSMX cheaper diff. adviser | 16% | 0.80% | Goldman Sachs Asset Management, L.P. |
| 16 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 16% | 0.79% | Allspring Funds Management, LLC |
| 17 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 16% | 1.15% | Allspring Funds Management, LLC |
| 18 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 16% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 19 | Meridian Growth Fund · MERDX, MRIGX, MRAGX, MRRGX, MRCGX cheaper diff. adviser | 15% | 0.88% | ArrowMark Colorado Holdings, LLC |
| 20 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 15% | 0.94% | Thrivent Financial for Lutherans |
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