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 Value Fund · PVFAX cheaper | 35% | 1.26% | PARADIGM FUNDS ADVISOR LLC |
| 2 | Paradigm Select Fund · PFSLX cheaper | 16% | 1.16% | PARADIGM FUNDS ADVISOR LLC |
| 3 | M3Sixty Small Cap Growth Fund · MCSCX cheaper diff. adviser | 12% | 0.99% | M3Sixty Capital, LLC |
| 4 | ProShares Nanotechnology ETF · TINY cheaper diff. adviser | 11% | 0.58% | PROSHARE ADVISORS LLC |
| 5 | SouthernSun Small Cap Fund · SSSFX, SSSIX cheaper diff. adviser | 10% | 1.09% | SouthernSun Asset Management, LLC |
| 6 | WCM SMID Quality Value Fund · WCMJX, WCMFX cheaper diff. adviser | 10% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 7 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 9% | 2.01% | Wasatch Advisors LP |
| 8 | State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF · XHE cheaper diff. adviser | 9% | 0.35% | SSGA Funds Management, Inc. |
| 9 | Impax Small Cap Fund · PXSCX, PXSIX, PXSAX cheaper diff. adviser | 9% | 0.90% | Impax Asset Management LLC |
| 10 | GRANDEUR PEAK US STALWARTS FUND · GUSYX cheaper diff. adviser | 9% | 0.90% | Grandeur Peak Global Advisors, LLC |
| 11 | Needham Small Cap Growth Fund · NESGX, NESIX cheaper diff. adviser | 8% | 1.19% | Needham Investment Management, LLC |
| 12 | Tarkio Fund · TARKX cheaper diff. adviser | 8% | 1.00% | Front Street Capital Management, Inc. |
| 13 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX cheaper diff. adviser | 8% | 1.02% | Artisan Partners Limited Partnership |
| 14 | SouthernSun U.S. Equity Fund · SSEFX, SSEIX cheaper diff. adviser | 7% | 1.09% | SouthernSun Asset Management, LLC |
| 15 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX cheaper diff. adviser | 7% | 1.05% | Wasatch Advisors LP |
| 16 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX cheaper diff. adviser | 7% | 0.86% | Nicholas Company, Inc. |
| 17 | Meridian Small Cap Growth Fund · MSGGX, MISGX, MSGAX, MSGRX, MSGCX cheaper diff. adviser | 7% | 1.11% | ArrowMark Colorado Holdings, LLC |
| 18 | Wasatch Small Cap Value Fund · WMCVX, WICVX cheaper diff. adviser | 7% | 1.05% | Wasatch Advisors LP |
| 19 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 6% | 1.59% | Wasatch Advisors LP |
| 20 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 6% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
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