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 diff. adviser | 18% | 0.90% | Conestoga Capital Advisors, LLC |
| 2 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 18% | 0.85% | Conestoga Capital Advisors, LLC |
| 3 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 17% | 0.82% | Nationwide Fund Advisors |
| 4 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 14% | 0.86% | Nicholas Company, Inc. |
| 5 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 12% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 12% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 7 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX cheaper diff. adviser | 12% | 1.12% | Royce Investment Partners |
| 8 | WCM SMID Quality Value Fund · WCMJX, WCMFX cheaper diff. adviser | 12% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 9 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 11% | 0.85% | — |
| 10 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND · ALMAX, ALMCX, ASIMX, ASMZX, ASYMX cheaper diff. adviser | 11% | 0.88% | Fred Alger Management, Inc. |
| 11 | Alger Weatherbie Enduring Growth ETF · AWEG cheaper diff. adviser | 11% | 0.65% | Fred Alger Management, Inc. |
| 12 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX cheaper diff. adviser | 10% | 1.06% | BAMCO, Inc. |
| 13 | Boston Trust Walden Small Cap Fund · BOSOX cheaper diff. adviser | 10% | 1.00% | Boston Trust Walden Inc. |
| 14 | Small-Company Stock Fund · HSCSX diff. adviser | 10% | 1.14% | Homestead Advisers Corp. |
| 15 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 9% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 16 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper diff. adviser | 9% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 17 | Wasatch Core Growth Fund · WGROX, WIGRX cheaper diff. adviser | 9% | 1.05% | Wasatch Advisors LP |
| 18 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 9% | 0.98% | Voya Investments, LLC |
| 19 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 9% | 0.89% | — |
| 20 | Virtus KAR Small-Cap Value Series cheaper diff. adviser | 9% | 1.10% | Virtus Investment Advisers, LLC |
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