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 | Paradigm Select Fund · PFSLX cheaper | 35% | 1.16% | PARADIGM FUNDS ADVISOR LLC |
| 2 | Paradigm Micro-Cap Fund · PVIVX | 35% | 1.27% | PARADIGM FUNDS ADVISOR LLC |
| 3 | M3Sixty Small Cap Growth Fund · MCSCX cheaper diff. adviser | 10% | 0.99% | M3Sixty Capital, LLC |
| 4 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 10% | 2.01% | Wasatch Advisors LP |
| 5 | ICON HEALTH AND INFORMATION TECHNOLOGY FUND · ICTTX, ICTEX diff. adviser | 9% | 1.29% | CCM Partners, LP. dba Shelton Capital Management |
| 6 | WCM SMID Quality Value Fund · WCMJX, WCMFX cheaper diff. adviser | 9% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 7 | RIVER OAK DISCOVERY FUND · RIVSX cheaper diff. adviser | 8% | 1.23% | Oak Associates, Ltd. |
| 8 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 8% | 0.79% | Westwood Management Corp. |
| 9 | Cromwell Greenspring Mid Cap Fund · GRNPX, GRSPX cheaper diff. adviser | 8% | 1.04% | Cromwell Investment Advisors, LLC |
| 10 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX cheaper diff. adviser | 8% | 0.97% | EULAV Asset Management |
| 11 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 8% | 0.83% | — |
| 12 | Kirr, Marbach Partners Value Fund · KMVAX diff. adviser | 7% | 1.35% | Kirr, Marbach & Company, LLC |
| 13 | Multi-Manager U.S. Small Cap Equity Fund · MMSMX cheaper diff. adviser | 7% | 0.80% | Goldman Sachs Asset Management, L.P. |
| 14 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper diff. adviser | 7% | 0.55% | Tidal Investments LLC |
| 15 | First Trust Dorsey Wright Momentum & Value ETF · DVLU cheaper | 7% | 0.60% | — |
| 16 | Opus Small Cap Value ETF · OSCV cheaper diff. adviser | 7% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 7% | 0.75% | Tidal Investments LLC |
| 18 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 7% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 19 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 7% | 0.80% | Nuveen Fund Advisors, LLC |
| 20 | Saratoga Small Capitalization Portfolio · SSCYX, SSCPX, SSCCX diff. adviser | 7% | 2.50% | Saratoga Capital Management, LLC |
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