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 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 46% | 0.90% | Conestoga Capital Advisors, LLC |
| 2 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX | 41% | 0.85% | — |
| 3 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 36% | 0.85% | Conestoga Capital Advisors, LLC |
| 4 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX diff. adviser | 29% | 0.86% | Nicholas Company, Inc. |
| 5 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX diff. adviser | 29% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 6 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 24% | 1.05% | Wasatch Advisors LP |
| 7 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 22% | 0.77% | RBC Global Asset Management (US) Inc. |
| 8 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 21% | 1.05% | Wasatch Advisors LP |
| 9 | M3Sixty Small Cap Growth Fund · MCSCX diff. adviser | 20% | 0.99% | M3Sixty Capital, LLC |
| 10 | Buffalo Small Cap Growth Fund · BUFSX, BUISX diff. adviser | 20% | 0.87% | Kornitzer Capital Management, Inc. |
| 11 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 19% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 19% | 1.12% | Royce Investment Partners |
| 13 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 18% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 14 | MOA SMALL CAP GROWTH FUND diff. adviser | 18% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 18% | 0.97% | EULAV Asset Management |
| 16 | iMGP Small Company Fund · PFSVX diff. adviser | 18% | 1.17% | IM Global Partner Fund Management, LLC |
| 17 | Osterweis Opportunity Fund · OSTGX diff. adviser | 18% | 1.12% | Osterweis Capital Management, LLC |
| 18 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 17% | 0.97% | AMG Funds LLC |
| 19 | FAM SMALL CAP FUND · FAMFX, FAMDX diff. adviser | 17% | 1.14% | Fenimore Asset Management, Inc. |
| 20 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 17% | 1.15% | Ranger Investment Management, L.P. |
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