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 | Ranger Small Cap Fund · RFTSX, RFISX cheaper | 33% | 1.15% | Ranger Investment Management, L.P. |
| 2 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 31% | 1.00% | Transamerica Asset Management, Inc. |
| 3 | Acuitas Small Cap Active ETF · AIMS cheaper | 27% | 0.75% | — |
| 4 | Small Company Growth Portfolio · DTSGX, WSMGX cheaper diff. adviser | 16% | 1.10% | Wilshire Advisors LLC |
| 5 | Rice Hall James Micro Cap Portfolio · RHJSX cheaper diff. adviser | 15% | 1.25% | RICE HALL JAMES |
| 6 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 13% | 1.59% | Wasatch Advisors LP |
| 7 | U.S. Small Cap Equity Fund · RIFBX cheaper diff. adviser | 13% | 1.14% | Russell Investment Management, LLC |
| 8 | abrdn Focused U.S. Small Cap Active ETF cheaper diff. adviser | 13% | 0.65% | abrdn Inc. |
| 9 | U.S. Small Cap Equity Fund · REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX cheaper diff. adviser | 12% | 0.91% | Russell Investment Management, LLC |
| 10 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX cheaper diff. adviser | 12% | 0.95% | abrdn Inc. |
| 11 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper diff. adviser | 12% | 1.05% | Rockefeller & Co. LLC |
| 12 | Russell Investments U.S. Small Cap Equity ETF · RUSC cheaper diff. adviser | 11% | 0.64% | Russell Investment Management, LLC |
| 13 | CONESTOGA DISCOVERY FUND · CMCMX, CMIRX cheaper diff. adviser | 11% | 1.25% | Conestoga Capital Advisors, LLC |
| 14 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 10% | 0.87% | Kornitzer Capital Management, Inc. |
| 15 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 9% | 0.95% | Thrivent Asset Management, LLC |
| 16 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 9% | 2.48% | Lisanti Capital Growth, LLC |
| 17 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 9% | 1.60% | Wasatch Advisors LP |
| 18 | Congress Small Cap Growth Fund · CSMVX, CSMCX cheaper diff. adviser | 9% | 1.01% | Congress Asset Management Company |
| 19 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX diff. adviser | 9% | 1.36% | Kornitzer Capital Management, Inc. |
| 20 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 9% | 1.50% | Acuitas Investments, LLC |
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