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 | Meridian Small Cap Growth Fund · MSGGX, MISGX, MSGAX, MSGRX, MSGCX | 46% | 1.11% | ArrowMark Colorado Holdings, LLC |
| 2 | SMALL COMPANY GROWTH PORTFOLIO cheaper | 40% | 0.29% | The Vanguard Group, Inc., ArrowMark Colorado Holdings, LLC |
| 3 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX diff. adviser | 15% | 0.96% | Brown Advisory LLC |
| 4 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 15% | 0.03% | Carillon Tower Advisers, Inc. |
| 5 | Janus Henderson Triton Fund · JATTX, JGMAX, JGMCX, JSMGX, JGMRX, JGMIX, JANIX, JGMNX cheaper | 14% | 0.67% | — |
| 6 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 14% | 0.85% | New York Life Investment Management LLC |
| 7 | Penn Series Small Cap Growth Fund diff. adviser | 14% | 0.99% | Penn Mutual Asset Management, LLC |
| 8 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX cheaper diff. adviser | 14% | 0.85% | Robert W. Baird & Co. Incorporated |
| 9 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 13% | 1.19% | Macquarie Investment Management Business Trust |
| 10 | VANGUARD EXPLORER FUND · VEXPX, VEXRX cheaper | 13% | 0.28% | ClearBridge Investments, LLC, The Vanguard Group, Inc., Wellington Management Company LLP, Stephens Investment Management Group, LLC, ArrowMark Colorado Holdings, LLC |
| 11 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX cheaper diff. adviser | 13% | 0.74% | Columbia Management Investment Advisers, LLC |
| 12 | Small-Company Stock Fund · HSCSX diff. adviser | 13% | 1.14% | Homestead Advisers Corp. |
| 13 | Columbia Variable Portfolio - Acorn Fund · WUSAX diff. adviser | 13% | 0.91% | Columbia Management Investment Advisers, LLC |
| 14 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX diff. adviser | 13% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 15 | Janus Henderson Venture Fund · JAVTX, JANVX, JVTAX, JVTCX, JVTIX, JVTSX, JVTNX cheaper | 13% | 0.67% | — |
| 16 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 12% | 0.95% | First Trust Advisors L.P. |
| 17 | Invesco Discovery Fund cheaper diff. adviser | 12% | 0.65% | Invesco Advisers, Inc. |
| 18 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper diff. adviser | 12% | 0.82% | AMG Funds LLC |
| 19 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX diff. adviser | 12% | 0.90% | AMG Funds LLC |
| 20 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 12% | 0.74% | J.P. Morgan Investment Management, Inc. |
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