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 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper | 35% | 0.70% | Driehaus Capital Management LLC |
| 2 | Adara Smaller Companies Fund cheaper diff. adviser | 32% | 0.80% | Altair Advisers LLC |
| 3 | 1290 VT Micro Cap Portfolio cheaper diff. adviser | 25% | 0.90% | Equitable Investment Management Group, LLC |
| 4 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 24% | 1.04% | Lord, Abbett & Co. LLC |
| 5 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 22% | 0.95% | First Trust Advisors L.P. |
| 6 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 22% | 2.48% | Lisanti Capital Growth, LLC |
| 7 | Oberweis Micro-Cap Fund · OBMCX, OMCIX cheaper diff. adviser | 20% | 1.22% | Oberweis Asset Management, Inc. |
| 8 | First Trust Small Cap Growth AlphaDEX Fund · FYC cheaper diff. adviser | 19% | 0.70% | First Trust Advisors L.P. |
| 9 | Small Company Growth Portfolio · DTSGX, WSMGX cheaper diff. adviser | 18% | 1.10% | Wilshire Advisors LLC |
| 10 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX cheaper diff. adviser | 17% | 1.00% | Polen Capital Management, L.L.C. |
| 11 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 17% | 0.95% | Calamos Advisors LLC |
| 12 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX cheaper diff. adviser | 16% | 0.90% | Brinker Capital Investments, LLC |
| 13 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 16% | 0.60% | Lord, Abbett & Co. LLC |
| 14 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 15% | 0.52% | AQR Capital Management, LLc |
| 15 | Invesco Dorsey Wright SmallCap Momentum ETF · DWAS cheaper diff. adviser | 15% | 0.60% | Invesco Capital Management LLC |
| 16 | Emerald Growth Fund cheaper diff. adviser | 15% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 17 | iShares Micro-Cap ETF · IWC cheaper diff. adviser | 14% | 0.60% | BlackRock Fund Advisors |
| 18 | Developing Growth Portfolio cheaper diff. adviser | 13% | 1.04% | Lord, Abbett & Co. LLC |
| 19 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 13% | 0.84% | Empower Capital Management, LLC |
| 20 | ROYCE MICRO-CAP TRUST, INC. | 13% | — | — |
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