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 | Acuitas Small Cap Active ETF · AIMS cheaper | 16% | 0.75% | — |
| 2 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 15% | 1.50% | Acuitas Investments, LLC |
| 3 | Ranger Micro Cap Fund · RFTMX, RFIMX diff. adviser | 15% | 1.28% | Ranger Investment Management, L.P. |
| 4 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX diff. adviser | 14% | 1.36% | Kornitzer Capital Management, Inc. |
| 5 | M3Sixty Small Cap Growth Fund · MCSCX cheaper diff. adviser | 14% | 0.99% | M3Sixty Capital, LLC |
| 6 | Oberweis Micro-Cap Fund · OBMCX, OMCIX cheaper diff. adviser | 13% | 1.22% | Oberweis Asset Management, Inc. |
| 7 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 13% | 1.59% | Wasatch Advisors LP |
| 8 | Needham Aggressive Growth Fund · NEAGX, NEAIX cheaper diff. adviser | 12% | 1.19% | Needham Investment Management, LLC |
| 9 | North Star Micro Cap Fund · NSMVX, NSMYX diff. adviser | 12% | 1.39% | North Star Investment Management Corp. |
| 10 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 12% | 1.04% | Lord, Abbett & Co. LLC |
| 11 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX cheaper diff. adviser | 12% | 1.15% | RiverPark Advisors, LLC |
| 12 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper diff. adviser | 12% | 1.05% | Rockefeller & Co. LLC |
| 13 | FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND · FTMSX | 12% | 1.25% | — |
| 14 | Victory Integrity Discovery Fund · MMEAX, MMECX, MMERX, MMEYX, MMMMX diff. adviser | 12% | 1.41% | Victory Capital Management Inc. |
| 15 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX cheaper diff. adviser | 11% | 1.23% | Royce Investment Partners |
| 16 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX cheaper diff. adviser | 11% | 1.18% | Royce Investment Partners |
| 17 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 11% | 1.60% | Wasatch Advisors LP |
| 18 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 11% | 1.37% | Driehaus Capital Management LLC |
| 19 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 11% | 0.95% | Calamos Advisors LLC |
| 20 | DIAMOND HILL SMALL CAP FUND · DHSCX, DHSIX, DHSYX cheaper diff. adviser | 10% | 0.87% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
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