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 | GRANDEUR PEAK GLOBAL STALWARTS FUND | 39% | 1.10% | Grandeur Peak Global Advisors, LLC |
| 2 | GRANDEUR PEAK GLOBAL EXPLORER FUND · GPGEX | 23% | 1.10% | Grandeur Peak Global Advisors, LLC |
| 3 | GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND | 21% | 1.34% | Grandeur Peak Global Advisors, LLC |
| 4 | GRANDEUR PEAK GLOBAL REACH FUND | 20% | 1.25% | Grandeur Peak Global Advisors, LLC |
| 5 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 19% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 6 | GRANDEUR PEAK INTERNATIONAL STALWARTS FUND | 16% | 0.90% | Grandeur Peak Global Advisors, LLC |
| 7 | Thrivent Small-Mid Cap Equity ETF · TSME cheaper diff. adviser | 16% | 0.65% | Thrivent Asset Management, LLC |
| 8 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 16% | 0.03% | Carillon Tower Advisers, Inc. |
| 9 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 15% | 1.01% | Congress Asset Management Company |
| 10 | RMB Small Cap Fund · RMBBX diff. adviser | 14% | 0.96% | Curi RMB Capital, LLC |
| 11 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 14% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 12 | Penn Series SMID Cap Growth Fund diff. adviser | 14% | 1.04% | Penn Mutual Asset Management, LLC |
| 13 | Nomura Mid Cap Growth Fund · WMGRX, WMGAX, WMGCX, WMGYX, IYMIX, IGRFX cheaper diff. adviser | 14% | 0.68% | Macquarie Investment Management Business Trust |
| 14 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 13% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 15 | Penn Series Mid Cap Growth Fund diff. adviser | 13% | 0.96% | Penn Mutual Asset Management, LLC |
| 16 | Nomura VIP Mid Cap Growth Series cheaper diff. adviser | 13% | 0.85% | Macquarie Investment Management Business Trust |
| 17 | Bahl & Gaynor Small Cap Dividend ETF · SCDV cheaper diff. adviser | 13% | 0.70% | BAHL & GAYNOR, INC. |
| 18 | Carillon Eagle Mid Cap Growth Fund · HAGAX, HAGCX, HAGIX, HRAUX cheaper diff. adviser | 13% | 0.02% | Carillon Tower Advisers, Inc. |
| 19 | iMGP Small Company Fund · PFSVX diff. adviser | 13% | 1.17% | IM Global Partner Fund Management, LLC |
| 20 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 13% | 0.85% | Columbia Management Investment Advisers, LLC |
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