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 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX | 22% | 1.06% | Victory Capital Management Inc. |
| 2 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX | 21% | 1.53% | Security Investors, LLC |
| 3 | S&P MidCap 400 Pure Growth Fund | 21% | 1.64% | Security Investors, LLC |
| 4 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX cheaper | 20% | 0.97% | American Beacon Advisors, Inc. |
| 5 | NVIT Invesco Small Cap Growth Fund | 20% | 1.08% | Nationwide Fund Advisors |
| 6 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper | 20% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 7 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper | 20% | 0.81% | Nuveen Fund Advisors, LLC |
| 8 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX | 19% | 1.06% | Victory Capital Management Inc. |
| 9 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 18% | 0.85% | — |
| 10 | ALGER SMALL CAP GROWTH FUND · ALSAX, ALSCX, AGSCX, ASCZX, ASCYX cheaper | 18% | 0.85% | Fred Alger Management, Inc. |
| 11 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper | 18% | 0.95% | First Trust Advisors L.P. |
| 12 | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND · ALSRX, ASIRX, AISZX cheaper | 18% | 1.00% | Fred Alger Management, Inc. |
| 13 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper | 18% | 0.91% | Voya Investments, LLC |
| 14 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX cheaper | 18% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 15 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper | 17% | 0.86% | Voya Investments, LLC |
| 16 | Emerald Growth Fund cheaper | 17% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 17 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper | 17% | 0.87% | Kornitzer Capital Management, Inc. |
| 18 | Columbia Variable Portfolio - Small Company Growth Fund cheaper | 17% | 0.87% | Columbia Management Investment Advisers, LLC |
| 19 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX cheaper | 17% | 0.86% | Allspring Funds Management, LLC |
| 20 | Invesco S&P Midcap 400 Pure Growth ETF · RFG cheaper | 17% | 0.35% | Invesco Capital Management LLC |
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