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 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 26% | 0.75% | Tidal Investments LLC |
| 2 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 16% | 0.81% | Nuveen Fund Advisors, LLC |
| 3 | Rockefeller Climate Solutions Fund · RKCIX, RKCAX cheaper | 16% | 0.99% | Rockefeller & Co. LLC |
| 4 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 15% | 0.90% | Conestoga Capital Advisors, LLC |
| 5 | AAM Sawgrass U.S. Small Cap Quality Growth ETF · SAWS cheaper diff. adviser | 14% | 0.55% | ADVISORS ASSET MANAGEMENT, INC. |
| 6 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX diff. adviser | 13% | 1.36% | Kornitzer Capital Management, Inc. |
| 7 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 12% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 8 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 12% | 1.60% | Wasatch Advisors LP |
| 9 | Rice Hall James Micro Cap Portfolio · RHJSX diff. adviser | 12% | 1.25% | RICE HALL JAMES |
| 10 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 12% | 0.80% | Nuveen Fund Advisors, LLC |
| 11 | Ranger Micro Cap Fund · RFTMX, RFIMX diff. adviser | 12% | 1.28% | Ranger Investment Management, L.P. |
| 12 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 11% | 1.59% | Wasatch Advisors LP |
| 13 | CRAWFORD SMALL CAP DIVIDEND FUND · CDOFX cheaper diff. adviser | 11% | 0.99% | Crawford Investment Counsel Inc |
| 14 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 11% | 0.95% | Thrivent Asset Management, LLC |
| 15 | Wasatch Small Cap Value Fund · WMCVX, WICVX diff. adviser | 11% | 1.05% | Wasatch Advisors LP |
| 16 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 10% | 0.82% | Nuveen Fund Advisors, LLC |
| 17 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 10% | 0.82% | Nationwide Fund Advisors |
| 18 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX cheaper diff. adviser | 10% | 0.95% | Hartford Funds Management Company, LLC |
| 19 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX cheaper diff. adviser | 10% | 0.95% | abrdn Inc. |
| 20 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX cheaper diff. adviser | 10% | 0.75% | Nationwide Fund Advisors |
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