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 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX diff. adviser | 17% | 0.95% | Calamos Advisors LLC |
| 2 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX diff. adviser | 15% | 1.05% | Calamos Advisors LLC |
| 3 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX diff. adviser | 13% | 1.00% | Polen Capital Management, L.L.C. |
| 4 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX diff. adviser | 13% | 1.36% | Kornitzer Capital Management, Inc. |
| 5 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX diff. adviser | 13% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | 1290 VT Micro Cap Portfolio diff. adviser | 13% | 0.90% | Equitable Investment Management Group, LLC |
| 7 | Emerald Growth Fund cheaper diff. adviser | 12% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 8 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 12% | 1.37% | Driehaus Capital Management LLC |
| 9 | Small Company Growth Portfolio · DTSGX, WSMGX diff. adviser | 11% | 1.10% | Wilshire Advisors LLC |
| 10 | NICHOLAS PARTNERS SMALL CAP GROWTH FUND · NPSYX, NPSGX diff. adviser | 11% | 0.99% | Nicholas Investment Partners, L.P. |
| 11 | Penn Series Small Cap Growth Fund diff. adviser | 11% | 0.99% | Penn Mutual Asset Management, LLC |
| 12 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 11% | 1.60% | Wasatch Advisors LP |
| 13 | SFT Macquarie Small Cap Growth Fund diff. adviser | 11% | 1.31% | Securian Asset Management, Inc. |
| 14 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 11% | 2.48% | Lisanti Capital Growth, LLC |
| 15 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX diff. adviser | 11% | 1.23% | Royce Investment Partners |
| 16 | Nomura VIP Small Cap Growth Series diff. adviser | 11% | 0.89% | Macquarie Investment Management Business Trust |
| 17 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 11% | 0.76% | Macquarie Investment Management Business Trust |
| 18 | Allspring VT Small Cap Growth Fund diff. adviser | 11% | 0.92% | Allspring Funds Management, LLC |
| 19 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX diff. adviser | 11% | 1.18% | Royce Investment Partners |
| 20 | ROYCE MICRO-CAP TRUST, INC. | 11% | — | — |
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