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 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 76% | 1.00% | Transamerica Asset Management, Inc. |
| 2 | Small Company Growth Portfolio · DTSGX, WSMGX cheaper diff. adviser | 34% | 1.10% | Wilshire Advisors LLC |
| 3 | Ranger Micro Cap Fund · RFTMX, RFIMX | 33% | 1.28% | Ranger Investment Management, L.P. |
| 4 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 22% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 5 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 20% | 0.90% | Conestoga Capital Advisors, LLC |
| 6 | Wasatch Core Growth Fund · WGROX, WIGRX cheaper diff. adviser | 19% | 1.05% | Wasatch Advisors LP |
| 7 | WCM Small Cap Growth Fund · WCMLX, WCMNX cheaper diff. adviser | 19% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 8 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 18% | 0.87% | Kornitzer Capital Management, Inc. |
| 9 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX cheaper | 18% | 0.89% | — |
| 10 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 17% | 0.82% | Nationwide Fund Advisors |
| 11 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 17% | 0.95% | Thrivent Asset Management, LLC |
| 12 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX diff. adviser | 17% | 2.01% | Wasatch Advisors LP |
| 13 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 16% | 0.86% | Wasatch Advisors LP |
| 14 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 16% | 0.85% | Conestoga Capital Advisors, LLC |
| 15 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 15% | 0.68% | Jackson National Asset Management, LLC |
| 16 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 15% | 0.80% | Allspring Funds Management, LLC |
| 17 | Congress Small Cap Growth Fund · CSMVX, CSMCX cheaper diff. adviser | 15% | 1.01% | Congress Asset Management Company |
| 18 | THRIVENT SMALL CAP STOCK FUND · AASMX, TSCSX cheaper diff. adviser | 15% | 0.79% | Thrivent Asset Management, LLC |
| 19 | LKCM Small-Mid Cap Equity Fund · LKSMX cheaper diff. adviser | 15% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 20 | LKCM Small Cap Equity Fund · LKSCX cheaper diff. adviser | 14% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
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