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 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 21% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 2 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 20% | 0.82% | Nationwide Fund Advisors |
| 3 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 18% | 0.67% | AMG Funds LLC |
| 4 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 18% | 0.82% | Loomis, Sayles & Company, L.P. |
| 5 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 18% | 0.88% | Brighthouse Investment Advisers, LLC |
| 6 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 17% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 7 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 16% | 0.86% | Nicholas Company, Inc. |
| 8 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 16% | 1.00% | Boston Trust Walden Inc. |
| 9 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 15% | 0.77% | RBC Global Asset Management (US) Inc. |
| 10 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX cheaper diff. adviser | 15% | 0.90% | AMG Funds LLC |
| 11 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper diff. adviser | 15% | 0.76% | Touchstone Advisors, Inc. |
| 12 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 15% | 2.48% | Lisanti Capital Growth, LLC |
| 13 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX cheaper diff. adviser | 15% | 0.97% | EULAV Asset Management |
| 14 | Touchstone Strategic Trust-Touchstone Small Company Fund · SAGWX, SSCOX, SIGWX, SSRRX, TICSX cheaper diff. adviser | 15% | 0.80% | Touchstone Advisors, Inc. |
| 15 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 15% | 0.85% | Columbia Management Investment Advisers, LLC |
| 16 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX cheaper diff. adviser | 14% | 0.75% | Nationwide Fund Advisors |
| 17 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper diff. adviser | 14% | 0.82% | AMG Funds LLC |
| 18 | Rice Hall James Micro Cap Portfolio · RHJSX diff. adviser | 14% | 1.25% | RICE HALL JAMES |
| 19 | Royce Small-Cap Total Return Fund · RYTRX, RYTCX, RYTFX, RTRIX, RTRRX diff. adviser | 14% | 1.02% | Royce Investment Partners |
| 20 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 14% | 0.82% | AMG Funds LLC |
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