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 | Oberweis Global Opportunities Fund · OBEGX, OBGIX | 39% | 1.23% | Oberweis Asset Management, Inc. |
| 2 | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH · FTXNX, FTXSX, FTXFX, FTXAX, FTXCX cheaper | 29% | 0.93% | — |
| 3 | Invesco Discovery Fund cheaper diff. adviser | 23% | 0.65% | Invesco Advisers, Inc. |
| 4 | SFT Macquarie Small Cap Growth Fund diff. adviser | 22% | 1.31% | Securian Asset Management, Inc. |
| 5 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 22% | 0.89% | Macquarie Investment Management Business Trust |
| 6 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 21% | 0.76% | Macquarie Investment Management Business Trust |
| 7 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 20% | 0.75% | Invesco Advisers, Inc. |
| 8 | NVIT Invesco Small Cap Growth Fund diff. adviser | 19% | 1.08% | Nationwide Fund Advisors |
| 9 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 19% | 0.49% | — |
| 10 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 18% | 0.94% | Thrivent Financial for Lutherans |
| 11 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 18% | 0.03% | Carillon Tower Advisers, Inc. |
| 12 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 18% | 2.48% | Lisanti Capital Growth, LLC |
| 13 | NAA SMALL GROWTH SERIES diff. adviser | 18% | 1.16% | New Age Alpha Advisors, LLC |
| 14 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 18% | 0.74% | Jackson National Asset Management, LLC |
| 15 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 18% | 0.82% | Brighthouse Investment Advisers, LLC |
| 16 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 17% | 0.80% | SunAmerica Asset Management, LLC |
| 17 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 17% | 0.82% | Loomis, Sayles & Company, L.P. |
| 18 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 17% | 0.88% | Brighthouse Investment Advisers, LLC |
| 19 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 17% | 0.81% | Nuveen Fund Advisors, LLC |
| 20 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 17% | 0.95% | First Trust Advisors L.P. |
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