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 Growth Fund · MERDX, MRIGX, MRAGX, MRRGX, MRCGX cheaper | 46% | 0.88% | ArrowMark Colorado Holdings, LLC |
| 2 | SMALL COMPANY GROWTH PORTFOLIO cheaper | 21% | 0.29% | The Vanguard Group, Inc., ArrowMark Colorado Holdings, LLC |
| 3 | Meridian Contrarian Fund · MVALX, MFCIX, MFCAX, MFCRX, MFCCX | 13% | 1.18% | ArrowMark Colorado Holdings, LLC |
| 4 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 11% | 0.03% | Carillon Tower Advisers, Inc. |
| 5 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 11% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 6 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 10% | 1.19% | Macquarie Investment Management Business Trust |
| 7 | Penn Series Small Cap Growth Fund cheaper diff. adviser | 9% | 0.99% | Penn Mutual Asset Management, LLC |
| 8 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 9% | 0.56% | Mason Street Advisors, LLC |
| 9 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 9% | 0.95% | First Trust Advisors L.P. |
| 10 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 9% | 0.65% | Hartford Funds Management Company, LLC |
| 11 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper diff. adviser | 9% | 0.80% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 9% | 0.61% | Fidelity Management & Research Company LLC |
| 13 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 9% | 0.70% | Driehaus Capital Management LLC |
| 14 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 9% | 0.97% | AMG Funds LLC |
| 15 | Small Company Growth Portfolio · DTSGX, WSMGX cheaper diff. adviser | 9% | 1.10% | Wilshire Advisors LLC |
| 16 | Janus Henderson Venture Fund · JAVTX, JANVX, JVTAX, JVTCX, JVTIX, JVTSX, JVTNX cheaper | 9% | 0.67% | — |
| 17 | Harbor Active Small Cap Growth ETF · SGRW cheaper | 9% | 0.80% | — |
| 18 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX cheaper diff. adviser | 9% | 0.86% | Allspring Funds Management, LLC |
| 19 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX cheaper diff. adviser | 9% | 1.05% | BAMCO, Inc. |
| 20 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX cheaper diff. adviser | 9% | 0.90% | Hartford Funds Management Company, LLC |
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