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 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper | 20% | 0.87% | Kornitzer Capital Management, Inc. |
| 2 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 18% | 1.60% | Wasatch Advisors LP |
| 3 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 17% | 1.59% | Wasatch Advisors LP |
| 4 | Rice Hall James Micro Cap Portfolio · RHJSX cheaper diff. adviser | 14% | 1.25% | RICE HALL JAMES |
| 5 | 1290 Essex Small Cap Growth Fund · ESCKX, ESCFX, ESCJX cheaper diff. adviser | 13% | 0.88% | Equitable Investment Management, LLC |
| 6 | Royce Smaller-Companies Growth Fund · RVPIX, RYVPX, RVPHX cheaper diff. adviser | 13% | 1.02% | Royce Investment Partners |
| 7 | CONESTOGA DISCOVERY FUND · CMCMX, CMIRX cheaper diff. adviser | 13% | 1.25% | Conestoga Capital Advisors, LLC |
| 8 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper diff. adviser | 13% | 1.05% | Rockefeller & Co. LLC |
| 9 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 11% | 1.37% | Driehaus Capital Management LLC |
| 10 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX cheaper diff. adviser | 11% | 0.86% | Allspring Funds Management, LLC |
| 11 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 11% | 0.82% | Loomis, Sayles & Company, L.P. |
| 12 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 11% | 0.88% | Brighthouse Investment Advisers, LLC |
| 13 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 10% | 0.86% | Nicholas Company, Inc. |
| 14 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 10% | 0.89% | Macquarie Investment Management Business Trust |
| 15 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 10% | 0.76% | Macquarie Investment Management Business Trust |
| 16 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 10% | 1.04% | Lord, Abbett & Co. LLC |
| 17 | SFT Macquarie Small Cap Growth Fund cheaper diff. adviser | 9% | 1.31% | Securian Asset Management, Inc. |
| 18 | Ranger Micro Cap Fund · RFTMX, RFIMX cheaper diff. adviser | 9% | 1.28% | Ranger Investment Management, L.P. |
| 19 | Congress Small Cap Growth Fund · CSMVX, CSMCX cheaper diff. adviser | 9% | 1.01% | Congress Asset Management Company |
| 20 | First Trust Small Cap Growth AlphaDEX Fund · FYC cheaper diff. adviser | 9% | 0.70% | First Trust Advisors L.P. |
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