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 | LKCM Small-Mid Cap Equity Fund · LKSMX | 40% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 2 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX cheaper diff. adviser | 17% | 0.97% | American Beacon Advisors, Inc. |
| 3 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 16% | 1.06% | Victory Capital Management Inc. |
| 4 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 16% | 0.91% | Voya Investments, LLC |
| 5 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 15% | 0.86% | Voya Investments, LLC |
| 6 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 15% | 0.03% | Carillon Tower Advisers, Inc. |
| 7 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 15% | 0.77% | RBC Global Asset Management (US) Inc. |
| 8 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 14% | 1.15% | Ranger Investment Management, L.P. |
| 9 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 14% | 0.81% | Nuveen Fund Advisors, LLC |
| 10 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 14% | 0.95% | Thrivent Asset Management, LLC |
| 11 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 14% | 1.00% | Transamerica Asset Management, Inc. |
| 12 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 14% | 0.83% | — |
| 13 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 14% | 0.83% | Loomis, Sayles & Company, L.P. |
| 14 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 14% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 15 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 13% | 1.06% | Victory Capital Management Inc. |
| 16 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 13% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 13% | 0.80% | Nuveen Fund Advisors, LLC |
| 18 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 13% | 0.87% | Columbia Management Investment Advisers, LLC |
| 19 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 13% | 1.05% | Wasatch Advisors LP |
| 20 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 13% | 0.85% | Columbia Management Investment Advisers, LLC |
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