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 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 23% | 0.82% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 22% | 0.88% | Brighthouse Investment Advisers, LLC |
| 3 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 21% | 0.97% | AMG Funds LLC |
| 4 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 21% | 1.05% | Wasatch Advisors LP |
| 5 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX | 20% | 1.36% | Kornitzer Capital Management, Inc. |
| 6 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 20% | 2.48% | Lisanti Capital Growth, LLC |
| 7 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX diff. adviser | 20% | 0.97% | American Beacon Advisors, Inc. |
| 8 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 20% | 0.82% | Nationwide Fund Advisors |
| 9 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 19% | 0.94% | Thrivent Financial for Lutherans |
| 10 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 19% | 0.86% | Voya Investments, LLC |
| 11 | Champlain Small Company Fund · CIPSX, CIPNX diff. adviser | 19% | 0.99% | Champlain Investment Partners, LLC |
| 12 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 19% | 0.91% | Voya Investments, LLC |
| 13 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 18% | 0.81% | Nuveen Fund Advisors, LLC |
| 14 | Allspring VT Small Cap Growth Fund diff. adviser | 18% | 0.92% | Allspring Funds Management, LLC |
| 15 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 18% | 1.15% | Ranger Investment Management, L.P. |
| 16 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 18% | 0.77% | RBC Global Asset Management (US) Inc. |
| 17 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 18% | 0.95% | First Trust Advisors L.P. |
| 18 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 18% | 0.80% | Allspring Funds Management, LLC |
| 19 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 17% | 0.85% | Columbia Management Investment Advisers, LLC |
| 20 | Kennedy Capital Small Cap Growth Fund · KSGRX, KGROX diff. adviser | 17% | 0.89% | Kennedy Capital Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.