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 Growth Series cheaper | 96% | 0.89% | Virtus Investment Advisers, LLC |
| 2 | Virtus KAR Global Small-Cap Fund · RGSAX, RGSCX, DGSCX | 30% | 1.28% | Virtus Investment Advisers, LLC |
| 3 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 21% | 0.89% | — |
| 4 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX cheaper | 13% | 0.92% | — |
| 5 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 13% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 6 | DF DENT MIDCAP GROWTH FUND · DFDMX, DFMGX, DFMLX cheaper | 12% | 0.79% | D.F. DENT AND COMPANY, INC. |
| 7 | Spyglass Growth Fund · SPYGX cheaper | 11% | 1.00% | Spyglass Capital Management LLC |
| 8 | Column Small Cap Fund · CFSLX cheaper | 11% | 0.63% | — |
| 9 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 11% | 0.85% | — |
| 10 | Jackson Square SMID-Cap Growth Fund · JSMVX, JSMTX, DCGTX cheaper | 11% | 0.88% | Jackson Square Partners, LLC |
| 11 | SouthernSun Small Cap Fund · SSSFX, SSSIX | 9% | 1.09% | SouthernSun Asset Management, LLC |
| 12 | JNL Multi-Manager Small Cap Growth Fund cheaper | 9% | 0.68% | Jackson National Asset Management, LLC |
| 13 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX cheaper | 8% | 0.95% | Copeland Capital Management, LLC |
| 14 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper | 8% | 0.82% | Nationwide Fund Advisors |
| 15 | Ranger Small Cap Fund · RFTSX, RFISX | 7% | 1.15% | Ranger Investment Management, L.P. |
| 16 | BARON SMALL CAP FUND · BSCFX, BSFIX, BSCUX | 7% | 1.06% | BAMCO, Inc. |
| 17 | Harbor Active Small Cap ETF · SMLL cheaper | 7% | 0.80% | Harbor Capital Advisors, Inc. |
| 18 | BARON GROWTH FUND · BGRFX, BGRIX, BGRUX | 7% | 1.34% | BAMCO, Inc. |
| 19 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX | 7% | 1.05% | Wasatch Advisors LP |
| 20 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper | 6% | 0.85% | D.F. DENT AND COMPANY, INC. |
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