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 | RMB SMID Cap Fund · RMBMX cheaper | 50% | 0.81% | Curi RMB Capital, LLC |
| 2 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 49% | 0.60% | — |
| 3 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 21% | 0.85% | — |
| 4 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 19% | 0.97% | EULAV Asset Management |
| 5 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 19% | 0.85% | Conestoga Capital Advisors, LLC |
| 6 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 19% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 7 | Opus Small Cap Value ETF · OSCV cheaper diff. adviser | 17% | 0.79% | Aptus Capital Advisors, LLC |
| 8 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX cheaper diff. adviser | 15% | 0.80% | Allspring Funds Management, LLC |
| 9 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 15% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 10 | GRANDEUR PEAK US STALWARTS FUND · GUSYX cheaper diff. adviser | 14% | 0.90% | Grandeur Peak Global Advisors, LLC |
| 11 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper diff. adviser | 14% | 0.82% | AMG Funds LLC |
| 12 | Bahl & Gaynor Small Cap Dividend ETF · SCDV cheaper diff. adviser | 14% | 0.70% | BAHL & GAYNOR, INC. |
| 13 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 14% | 0.77% | RBC Global Asset Management (US) Inc. |
| 14 | Congress SMid Growth ETF · CSMD cheaper diff. adviser | 14% | 0.68% | Congress Asset Management Company |
| 15 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX cheaper diff. adviser | 14% | 0.87% | EULAV Asset Management |
| 16 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 13% | 0.86% | Wasatch Advisors LP |
| 17 | AMG TimesSquare Mid Cap Growth Fund · TMDIX, TMDPX, TQMIX cheaper diff. adviser | 13% | 0.87% | AMG Funds LLC |
| 18 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 13% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 19 | iMGP Small Company Fund · PFSVX diff. adviser | 13% | 1.17% | IM Global Partner Fund Management, LLC |
| 20 | Neuberger Berman Genesis Portfolio cheaper diff. adviser | 13% | 0.81% | Brighthouse Investment Advisers, LLC |
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