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 | iMGP Small Company Fund · PFSVX diff. adviser | 13% | 1.17% | IM Global Partner Fund Management, LLC |
| 2 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX diff. adviser | 13% | 0.96% | Brown Advisory LLC |
| 3 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 13% | 0.95% | Hartford Funds Management Company, LLC |
| 4 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 12% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 5 | FMI Common Stock Fund · FMIMX, FMIUX cheaper diff. adviser | 12% | 0.84% | Fiduciary Management, Inc. |
| 6 | Mid Cap Fund | 12% | 0.92% | Madison Asset Management, LLC |
| 7 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 12% | 0.87% | Kornitzer Capital Management, Inc. |
| 8 | Federated Hermes U.S. SMID Fund · FHUMX, FHURX cheaper diff. adviser | 12% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 9 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 12% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 10 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX diff. adviser | 12% | 0.96% | Aristotle Investment Services, LLC |
| 11 | Madison Mid Cap Fund · MERAX, GTSGX, MMCRX, MDCIX cheaper | 12% | 0.72% | Madison Asset Management, LLC |
| 12 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 12% | 1.05% | Wasatch Advisors LP |
| 13 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 12% | 0.97% | EULAV Asset Management |
| 14 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 11% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 15 | Dunham Small Cap Growth Fund · DADGX, DCDGX, DNDGX diff. adviser | 11% | 1.24% | Dunham & Associates Investment Counsel, Inc. |
| 16 | Brown Advisory Sustainable Small-Cap Core Fund · BAFYX, BIAYX diff. adviser | 11% | 0.94% | Brown Advisory LLC |
| 17 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 11% | 1.05% | Wasatch Advisors LP |
| 18 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX cheaper diff. adviser | 11% | 0.85% | Aristotle Investment Services, LLC |
| 19 | SFT Macquarie Small Cap Growth Fund diff. adviser | 11% | 1.31% | Securian Asset Management, Inc. |
| 20 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 10% | 0.86% | Nicholas Company, Inc. |
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