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 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper | 15% | 0.90% | Conestoga Capital Advisors, LLC |
| 2 | Perkins Discovery Fund · PDFDX diff. adviser | 13% | 2.50% | Perkins Capital Management, Inc. |
| 3 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 13% | 1.59% | Wasatch Advisors LP |
| 4 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX diff. adviser | 13% | 1.36% | Kornitzer Capital Management, Inc. |
| 5 | Osterweis Opportunity Fund · OSTGX cheaper diff. adviser | 12% | 1.12% | Osterweis Capital Management, LLC |
| 6 | Brown Capital Management Small Company Fund · BCSIX, BCSSX cheaper diff. adviser | 12% | 1.12% | Brown Capital Management, LLC |
| 7 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 12% | 1.60% | Wasatch Advisors LP |
| 8 | AAM Sawgrass U.S. Small Cap Quality Growth ETF · SAWS cheaper diff. adviser | 11% | 0.55% | ADVISORS ASSET MANAGEMENT, INC. |
| 9 | Ranger Micro Cap Fund · RFTMX, RFIMX diff. adviser | 11% | 1.28% | Ranger Investment Management, L.P. |
| 10 | Rice Hall James Micro Cap Portfolio · RHJSX diff. adviser | 10% | 1.25% | RICE HALL JAMES |
| 11 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper diff. adviser | 9% | 1.05% | Rockefeller & Co. LLC |
| 12 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 8% | 1.50% | Acuitas Investments, LLC |
| 13 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 8% | 0.82% | Nationwide Fund Advisors |
| 14 | ROYCE MICRO-CAP TRUST, INC. | 8% | — | — |
| 15 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 8% | 0.95% | Calamos Advisors LLC |
| 16 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX cheaper diff. adviser | 7% | 1.15% | RiverPark Advisors, LLC |
| 17 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX cheaper diff. adviser | 7% | 1.23% | Royce Investment Partners |
| 18 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX cheaper diff. adviser | 7% | 1.18% | Royce Investment Partners |
| 19 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND · ALMAX, ALMCX, ASIMX, ASMZX, ASYMX cheaper diff. adviser | 7% | 0.88% | Fred Alger Management, Inc. |
| 20 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 7% | 0.94% | Thrivent Financial for Lutherans |
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