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 | State Street Institutional Small-Cap Equity Fund · SIVIX, SSQSX cheaper diff. adviser | 30% | 0.75% | SSGA Funds Management, Inc. |
| 2 | State Street Small-Cap Equity V.I.S. Fund · SSSEX diff. adviser | 29% | 1.44% | SSGA Funds Management, Inc. |
| 3 | Champlain MidCap Fund · CIPMX, CIPIX cheaper | 27% | 0.84% | Champlain Investment Partners, LLC |
| 4 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 19% | 0.87% | Kornitzer Capital Management, Inc. |
| 5 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 16% | 1.05% | Wasatch Advisors LP |
| 6 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 15% | 1.01% | Congress Asset Management Company |
| 7 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 15% | 0.97% | AMG Funds LLC |
| 8 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 15% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 9 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 15% | 0.95% | Thrivent Asset Management, LLC |
| 10 | Osterweis Opportunity Fund · OSTGX diff. adviser | 14% | 1.12% | Osterweis Capital Management, LLC |
| 11 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 14% | 0.86% | Voya Investments, LLC |
| 12 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 14% | 0.81% | Brighthouse Investment Advisers, LLC |
| 13 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 14% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 14 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 14% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 15 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 14% | 0.85% | Columbia Management Investment Advisers, LLC |
| 16 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 14% | 0.81% | Nuveen Fund Advisors, LLC |
| 17 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 14% | 0.90% | Conestoga Capital Advisors, LLC |
| 18 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 14% | 0.67% | AMG Funds LLC |
| 19 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX cheaper diff. adviser | 14% | 0.85% | Robert W. Baird & Co. Incorporated |
| 20 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 13% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
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