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 | Virtus KAR Small-Cap Value Series | 99% | 1.10% | Virtus Investment Advisers, LLC |
| 2 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 40% | 0.82% | — |
| 3 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper | 21% | 0.85% | Conestoga Capital Advisors, LLC |
| 4 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 17% | 0.92% | — |
| 5 | CONESTOGA SMALL CAP FUND · CCASX, CCALX | 16% | 0.90% | Conestoga Capital Advisors, LLC |
| 6 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper | 14% | 0.82% | Nationwide Fund Advisors |
| 7 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX | 13% | 1.06% | BAMCO, Inc. |
| 8 | WCM Mid Cap Quality Value Fund · WCMAX, WMIDX, WMVYX cheaper | 13% | 0.65% | WCM INVESTMENT MANAGEMENT |
| 9 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 13% | 0.89% | — |
| 10 | First Trust/Confluence Small Cap Value Fund · FOVAX, FOVCX, FOVIX | 13% | 1.35% | First Trust Advisors L.P. |
| 11 | LVIP Baron Growth Opportunities Fund | 12% | 0.89% | Lincoln Financial Investments Corporation |
| 12 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX | 12% | 1.12% | Royce Investment Partners |
| 13 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX | 12% | 0.97% | EULAV Asset Management |
| 14 | Argent Focused Small Cap ETF · ALIL cheaper | 12% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX | 12% | 0.98% | Voya Investments, LLC |
| 16 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 11% | 0.85% | — |
| 17 | Virtus KAR Global Small-Cap Fund · RGSAX, RGSCX, DGSCX | 10% | 1.28% | Virtus Investment Advisers, LLC |
| 18 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper | 10% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 19 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX | 10% | 1.05% | Wasatch Advisors LP |
| 20 | WCM SMID Quality Value Fund · WCMJX, WCMFX | 10% | 0.90% | WCM INVESTMENT MANAGEMENT |
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