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 | PAPP SMALL & MID-CAP GROWTH FUND · PAPPX diff. adviser | 13% | 1.26% | L. Roy Papp and Associates, LLP |
| 2 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX cheaper diff. adviser | 11% | 0.96% | Brown Advisory LLC |
| 3 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 10% | 0.85% | — |
| 4 | Wasatch Global Select Fund · WGGSX, WAGSX cheaper diff. adviser | 10% | 0.96% | Wasatch Advisors LP |
| 5 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 10% | 0.86% | Wasatch Advisors LP |
| 6 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 9% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 7 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 9% | 2.01% | Wasatch Advisors LP |
| 8 | iMGP Small Company Fund · PFSVX cheaper diff. adviser | 9% | 1.17% | IM Global Partner Fund Management, LLC |
| 9 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX cheaper diff. adviser | 9% | 1.05% | Wasatch Advisors LP |
| 10 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 9% | 0.90% | Conestoga Capital Advisors, LLC |
| 11 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 9% | 0.85% | Conestoga Capital Advisors, LLC |
| 12 | Wasatch Ultra Growth Fund · WAMCX, WGMCX cheaper diff. adviser | 8% | 1.05% | Wasatch Advisors LP |
| 13 | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND · ALSRX, ASIRX, AISZX cheaper diff. adviser | 8% | 1.00% | Fred Alger Management, Inc. |
| 14 | Wasatch Core Growth Fund · WGROX, WIGRX cheaper diff. adviser | 8% | 1.05% | Wasatch Advisors LP |
| 15 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 8% | 0.82% | Nationwide Fund Advisors |
| 16 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 8% | 0.89% | — |
| 17 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX cheaper diff. adviser | 8% | 1.06% | BAMCO, Inc. |
| 18 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 8% | 1.00% | Transamerica Asset Management, Inc. |
| 19 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX cheaper diff. adviser | 8% | 0.96% | Aristotle Investment Services, LLC |
| 20 | SBH SMALL CAP CORE FUND · SBHCX, SBASX cheaper diff. adviser | 7% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
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