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 | iMGP Small Company Fund · PFSVX diff. adviser | 49% | 1.17% | IM Global Partner Fund Management, LLC |
| 2 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 33% | 1.05% | Wasatch Advisors LP |
| 3 | Wasatch U.S. Select Fund · WAUSX, WGUSX diff. adviser | 32% | 0.86% | Wasatch Advisors LP |
| 4 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 30% | 0.90% | Conestoga Capital Advisors, LLC |
| 5 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 30% | 0.85% | Conestoga Capital Advisors, LLC |
| 6 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 29% | 0.82% | Nationwide Fund Advisors |
| 7 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 28% | 2.01% | Wasatch Advisors LP |
| 8 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper | 24% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 9 | Brown Capital Management Small Company Fund · BCSIX, BCSSX diff. adviser | 22% | 1.12% | Brown Capital Management, LLC |
| 10 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 22% | 1.15% | Ranger Investment Management, L.P. |
| 11 | Wasatch Global Select Fund · WGGSX, WAGSX diff. adviser | 21% | 0.96% | Wasatch Advisors LP |
| 12 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 20% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 20% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 14 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX | 20% | 0.85% | — |
| 15 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 19% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 16 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 19% | 0.97% | EULAV Asset Management |
| 17 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 19% | 1.05% | BAMCO, Inc. |
| 18 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 19% | 1.05% | Wasatch Advisors LP |
| 19 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 19% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 20 | GRANDEUR PEAK US STALWARTS FUND · GUSYX diff. adviser | 19% | 0.90% | Grandeur Peak Global Advisors, LLC |
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