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 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 29% | 0.82% | Nationwide Fund Advisors |
| 2 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 20% | 0.77% | RBC Global Asset Management (US) Inc. |
| 3 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 19% | 0.85% | Conestoga Capital Advisors, LLC |
| 4 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 19% | 0.90% | Conestoga Capital Advisors, LLC |
| 5 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 18% | 0.85% | — |
| 6 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 16% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 7 | M3Sixty Small Cap Growth Fund · MCSCX diff. adviser | 16% | 0.99% | M3Sixty Capital, LLC |
| 8 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 15% | 1.00% | Boston Trust Walden Inc. |
| 9 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 15% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 15% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 11 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 15% | 0.90% | Tributary Capital Management, LLC |
| 12 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX diff. adviser | 15% | 1.02% | Artisan Partners Limited Partnership |
| 13 | Brown Advisory Small-Cap Growth Fund · BIASX, BAFSX, BASAX diff. adviser | 14% | 0.96% | Brown Advisory LLC |
| 14 | Buffalo Small Cap Growth Fund · BUFSX, BUISX diff. adviser | 14% | 0.87% | Kornitzer Capital Management, Inc. |
| 15 | Nicholas II, Inc. · NCTWX, NNTWX cheaper | 14% | 0.59% | Nicholas Company, Inc. |
| 16 | FAM SMALL CAP FUND · FAMFX, FAMDX diff. adviser | 14% | 1.14% | Fenimore Asset Management, Inc. |
| 17 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 13% | 0.85% | New York Life Investment Management LLC |
| 18 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW cheaper diff. adviser | 13% | 0.49% | Pacer Advisors, Inc. |
| 19 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 13% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 20 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser | 13% | 0.95% | Tributary Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.