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 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 49% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 2 | SBH SMALL CAP VALUE FUND · SBHVX, SBRVX cheaper diff. adviser | 48% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 3 | SBH SMALL CAP CORE FUND · SBHCX, SBASX cheaper diff. adviser | 31% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 4 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 31% | 0.84% | Columbia Management Investment Advisers, LLC |
| 5 | Wasatch Core Growth Fund · WGROX, WIGRX cheaper diff. adviser | 21% | 1.05% | Wasatch Advisors LP |
| 6 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 20% | 0.86% | Wasatch Advisors LP |
| 7 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 19% | 0.85% | Conestoga Capital Advisors, LLC |
| 8 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 19% | 0.77% | RBC Global Asset Management (US) Inc. |
| 9 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 18% | 0.82% | Nationwide Fund Advisors |
| 10 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 17% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 11 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 17% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 12 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 17% | 0.81% | Brighthouse Investment Advisers, LLC |
| 13 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 17% | 0.90% | Conestoga Capital Advisors, LLC |
| 14 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 16% | 2.01% | Wasatch Advisors LP |
| 15 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 16% | 0.94% | Thrivent Financial for Lutherans |
| 16 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX cheaper diff. adviser | 15% | 0.86% | Calvert Research and Management |
| 17 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 15% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX cheaper diff. adviser | 15% | 0.96% | Boston Management and Research |
| 19 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 15% | 0.75% | Tidal Investments LLC |
| 20 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 15% | 0.77% | Virtus Investment Advisers, LLC |
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