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 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX | 18% | 0.85% | — |
| 2 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 17% | 1.05% | Wasatch Advisors LP |
| 3 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 17% | 0.92% | — |
| 4 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX diff. adviser | 17% | 0.82% | Nationwide Fund Advisors |
| 5 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX | 16% | 0.89% | — |
| 6 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 16% | 1.00% | Boston Trust Walden Inc. |
| 7 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 15% | 0.97% | EULAV Asset Management |
| 8 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 14% | 1.05% | Wasatch Advisors LP |
| 9 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 13% | 0.85% | Conestoga Capital Advisors, LLC |
| 10 | Virtus KAR Small-Cap Growth Series diff. adviser | 13% | 0.89% | Virtus Investment Advisers, LLC |
| 11 | Rockefeller U.S. Small-mid Cap ETF · RSMC diff. adviser | 13% | 0.75% | Tidal Investments LLC |
| 12 | Virtus KAR Small-Cap Growth Fund · PSGAX, PSGCX, PXSGX, VRSGX | 13% | 1.01% | — |
| 13 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX | 13% | 0.82% | — |
| 14 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 13% | 0.95% | Copeland Capital Management, LLC |
| 15 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 13% | 1.12% | Royce Investment Partners |
| 16 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX diff. adviser | 12% | 0.77% | RBC Global Asset Management (US) Inc. |
| 17 | Wasatch Small Cap Value Fund · WMCVX, WICVX diff. adviser | 12% | 1.05% | Wasatch Advisors LP |
| 18 | FMI Common Stock Fund · FMIMX, FMIUX diff. adviser | 12% | 0.84% | Fiduciary Management, Inc. |
| 19 | Wasatch Global Opportunities Fund · WAGOX, WIGOX diff. adviser | 12% | 1.35% | Wasatch Advisors LP |
| 20 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 12% | 0.90% | Conestoga Capital Advisors, LLC |
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