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 | BNY Mellon Small Cap Growth Fund · SSETX, SSYGX | 20% | 1.00% | — |
| 2 | Allspring Small Company Growth Portfolio | 20% | — | Allspring Funds Management, LLC |
| 3 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper diff. adviser | 19% | 0.15% | UBS Asset Management (Americas) LLC |
| 4 | Victory RS Small Cap Growth Equity VIP Series diff. adviser | 17% | 0.88% | Victory Capital Management Inc. |
| 5 | Nuveen Small Cap Select ETF · NSCS diff. adviser | 13% | 0.86% | Nuveen Fund Advisors, LLC |
| 6 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX | 11% | 0.84% | — |
| 7 | RMB Small Cap Fund · RMBBX diff. adviser | 11% | 0.96% | Curi RMB Capital, LLC |
| 8 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX diff. adviser | 10% | 1.05% | Polen Capital Management, L.L.C. |
| 9 | BNY Mellon Innovators ETF · BKIV cheaper diff. adviser | 9% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 10 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 9% | — | HSBC Global Asset Management (USA) Inc. |
| 11 | Issachar Fund · LIONX, LIOTX | 8% | 3.23% | — |
| 12 | BlackRock SMID-Cap Growth Equity Fund cheaper diff. adviser | 7% | 0.75% | BlackRock Advisors, LLC |
| 13 | Emerald Insights Fund · EFCAX, EFCCX, EFCIX, EFCNX diff. adviser | 7% | 1.05% | Emerald Mutual Fund Advisers Trust |
| 14 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 7% | 0.00% | — |
| 15 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 7% | 0.01% | Fidelity Management & Research Company LLC |
| 16 | Nationwide Small Company Growth Fund · NWSAX, NWSIX diff. adviser | 7% | 1.17% | Nationwide Fund Advisors |
| 17 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 7% | 1.25% | Victory Capital Management Inc. |
| 18 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX diff. adviser | 6% | 0.80% | Principal Global Investors, LLC |
| 19 | Strive Mid-Cap ETF · STXM cheaper diff. adviser | 6% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | RiverNorth Patriot ETF cheaper diff. adviser | 6% | 0.70% | TrueMark Investments, LLC |
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