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 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 20% | 1.37% | Driehaus Capital Management LLC |
| 2 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 16% | 0.95% | Calamos Advisors LLC |
| 3 | Emerald Growth Fund cheaper diff. adviser | 16% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 4 | Oberweis Global Opportunities Fund · OBEGX, OBGIX | 15% | 1.23% | Oberweis Asset Management, Inc. |
| 5 | First Trust Small Cap Growth AlphaDEX Fund · FYC cheaper diff. adviser | 14% | 0.70% | First Trust Advisors L.P. |
| 6 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 13% | 1.64% | Security Investors, LLC |
| 7 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 13% | 1.55% | Security Investors, LLC |
| 8 | ROYCE MICRO-CAP TRUST, INC. | 13% | — | — |
| 9 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 13% | 1.04% | Lord, Abbett & Co. LLC |
| 10 | Rice Hall James Micro Cap Portfolio · RHJSX diff. adviser | 13% | 1.25% | RICE HALL JAMES |
| 11 | FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND · FTMSX | 13% | 1.25% | — |
| 12 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX cheaper diff. adviser | 13% | 1.00% | Polen Capital Management, L.L.C. |
| 13 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 13% | 2.48% | Lisanti Capital Growth, LLC |
| 14 | 1290 VT Micro Cap Portfolio cheaper diff. adviser | 13% | 0.90% | Equitable Investment Management Group, LLC |
| 15 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX cheaper diff. adviser | 12% | 1.05% | Calamos Advisors LLC |
| 16 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 12% | 0.76% | Macquarie Investment Management Business Trust |
| 17 | SFT Macquarie Small Cap Growth Fund diff. adviser | 12% | 1.31% | Securian Asset Management, Inc. |
| 18 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 12% | 0.89% | Macquarie Investment Management Business Trust |
| 19 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX diff. adviser | 12% | 1.23% | Royce Investment Partners |
| 20 | Victory Integrity Discovery Fund · MMEAX, MMECX, MMERX, MMEYX, MMMMX diff. adviser | 12% | 1.41% | Victory Capital Management Inc. |
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