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 | Kennedy Capital ESG SMID Cap Fund · KESGX, ESGSX cheaper | 21% | 0.82% | Kennedy Capital Management LLC |
| 2 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 20% | 0.86% | Voya Investments, LLC |
| 3 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 20% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 4 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 19% | 0.91% | Voya Investments, LLC |
| 5 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 19% | 0.94% | Thrivent Financial for Lutherans |
| 6 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 19% | 0.85% | Carillon Tower Advisers, Inc. |
| 7 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 19% | 0.85% | Carillon Tower Advisers, Inc. |
| 8 | Invesco Discovery Fund cheaper diff. adviser | 19% | 0.65% | Invesco Advisers, Inc. |
| 9 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 19% | 2.48% | Lisanti Capital Growth, LLC |
| 10 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 17% | 1.06% | Victory Capital Management Inc. |
| 11 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 17% | 0.87% | Kornitzer Capital Management, Inc. |
| 12 | THRIVENT SMALL CAP GROWTH FUND · TSCGX diff. adviser | 17% | 0.95% | Thrivent Asset Management, LLC |
| 13 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper diff. adviser | 17% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Developing Growth Portfolio diff. adviser | 17% | 1.04% | Lord, Abbett & Co. LLC |
| 15 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 17% | 1.06% | Victory Capital Management Inc. |
| 16 | Oberweis Small-Cap Opportunities Fund · OBSOX, OBSIX diff. adviser | 16% | 1.00% | Oberweis Asset Management, Inc. |
| 17 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 16% | 0.85% | Columbia Management Investment Advisers, LLC |
| 18 | Penn Series SMID Cap Growth Fund diff. adviser | 16% | 1.04% | Penn Mutual Asset Management, LLC |
| 19 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX diff. adviser | 16% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 20 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 16% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
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