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 | Baron SMID Cap ETF · BCSM cheaper | 38% | 0.75% | BAMCO, Inc. |
| 2 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 24% | 0.68% | Jackson National Asset Management, LLC |
| 3 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 22% | 1.05% | Wasatch Advisors LP |
| 4 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX cheaper diff. adviser | 20% | 1.02% | Artisan Partners Limited Partnership |
| 5 | WCM Small Cap Growth Fund · WCMLX, WCMNX cheaper diff. adviser | 19% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 6 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 19% | 0.98% | Voya Investments, LLC |
| 7 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 19% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 8 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 19% | 0.85% | Conestoga Capital Advisors, LLC |
| 9 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX | 19% | 1.06% | BAMCO, Inc. |
| 10 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 18% | 0.86% | Wasatch Advisors LP |
| 11 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 18% | 0.89% | Lincoln Financial Investments Corporation |
| 12 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 17% | 1.05% | Wasatch Advisors LP |
| 13 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND · ALMAX, ALMCX, ASIMX, ASMZX, ASYMX cheaper diff. adviser | 17% | 0.88% | Fred Alger Management, Inc. |
| 14 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX cheaper diff. adviser | 17% | 0.96% | Brown Advisory LLC |
| 15 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 16% | 0.90% | Conestoga Capital Advisors, LLC |
| 16 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 16% | 0.82% | Nationwide Fund Advisors |
| 17 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 16% | 0.92% | Allspring Funds Management, LLC |
| 18 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 15% | 0.97% | AMG Funds LLC |
| 19 | Wasatch Ultra Growth Fund · WAMCX, WGMCX diff. adviser | 15% | 1.05% | Wasatch Advisors LP |
| 20 | iMGP Small Company Fund · PFSVX diff. adviser | 15% | 1.17% | IM Global Partner Fund Management, LLC |
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