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 | Needham Growth Fund · NEEGX, NEEIX cheaper | 39% | 1.18% | Needham Investment Management, LLC |
| 2 | Needham Small Cap Growth Fund · NESGX, NESIX | 34% | 1.19% | Needham Investment Management, LLC |
| 3 | Rice Hall James Micro Cap Portfolio · RHJSX diff. adviser | 12% | 1.25% | RICE HALL JAMES |
| 4 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 10% | 1.50% | Acuitas Investments, LLC |
| 5 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 10% | 1.59% | Wasatch Advisors LP |
| 6 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 10% | 1.37% | Driehaus Capital Management LLC |
| 7 | Private Capital Management Value Fund · VFPIX diff. adviser | 10% | 1.22% | Private Capital Management, LLC |
| 8 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX diff. adviser | 9% | 1.23% | Royce Investment Partners |
| 9 | First Eagle Small Cap Opportunity Fund · FESRX, FESAX, FESCX, FECCX cheaper diff. adviser | 9% | 0.93% | First Eagle Investment Management, LLC |
| 10 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX cheaper diff. adviser | 9% | 1.18% | Royce Investment Partners |
| 11 | Acuitas Small Cap Active ETF · AIMS cheaper | 9% | 0.75% | — |
| 12 | ROYCE MICRO-CAP TRUST, INC. | 9% | — | — |
| 13 | Royce Small-Cap Opportunity Fund · ROFCX, RYPNX, RYOFX, ROFIX, ROFRX cheaper diff. adviser | 9% | 1.12% | Royce Investment Partners |
| 14 | Vistashares Artificial Intelligence Supercycle ETF · AIS cheaper diff. adviser | 8% | 0.75% | Tidal Investments LLC |
| 15 | One Rock Fund diff. adviser | 8% | 1.50% | Wrona Investment Management, LLC |
| 16 | 1290 Essex Small Cap Growth Fund · ESCKX, ESCFX, ESCJX cheaper diff. adviser | 8% | 0.88% | Equitable Investment Management, LLC |
| 17 | Victory Integrity Discovery Fund · MMEAX, MMECX, MMERX, MMEYX, MMMMX diff. adviser | 8% | 1.41% | Victory Capital Management Inc. |
| 18 | Oberweis Micro-Cap Fund · OBMCX, OMCIX diff. adviser | 8% | 1.22% | Oberweis Asset Management, Inc. |
| 19 | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH · FTXNX, FTXSX, FTXFX, FTXAX, FTXCX cheaper | 8% | 0.93% | — |
| 20 | Third Avenue Small-Cap Value Fund · TASCX, TVSVX, TASZX cheaper diff. adviser | 8% | 1.09% | Third Avenue Management LLC |
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