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 | MFS New Discovery Series cheaper diff. adviser | 15% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper diff. adviser | 14% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 12% | 0.82% | AMG Funds LLC |
| 4 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 11% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 5 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 11% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 6 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 11% | 0.94% | Thrivent Financial for Lutherans |
| 7 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 11% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 8 | THRIVENT SMALL CAP GROWTH FUND · TSCGX diff. adviser | 11% | 0.95% | Thrivent Asset Management, LLC |
| 9 | PGIM Jennison Small-Cap Core Equity Fund · PQJCX diff. adviser | 11% | 0.95% | PGIM INVESTMENTS LLC |
| 10 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 10% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 11 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 10% | 0.87% | Kornitzer Capital Management, Inc. |
| 12 | Penn Series SMID Cap Growth Fund diff. adviser | 10% | 1.04% | Penn Mutual Asset Management, LLC |
| 13 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 10% | 0.86% | Voya Investments, LLC |
| 14 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 10% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 10% | 1.01% | Congress Asset Management Company |
| 16 | T. Rowe Price Institutional Small-Cap Stock Fund · TRSSX cheaper diff. adviser | 10% | 0.66% | T. Rowe Price Associates, Inc. |
| 17 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 10% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 18 | T. Rowe Price Small-Cap Stock Fund, Inc. · OTCFX, PASSX, OTIIX, TRZZX cheaper diff. adviser | 10% | 0.00% | T. Rowe Price Associates, Inc. |
| 19 | PGIM Jennison Small Company Fund · PGOAX, PSCCX, PSCZX, JSCRX, PJSQX, PSCHX, PSCJX cheaper | 10% | 0.69% | — |
| 20 | First Eagle US Smid Cap Opportunity Fund diff. adviser | 9% | 0.95% | First Eagle Investment Management, LLC |
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