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 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX | 55% | 1.06% | Victory Capital Management Inc. |
| 2 | Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX cheaper | 39% | 0.94% | Victory Capital Management Inc. |
| 3 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 28% | 0.80% | Harbor Capital Advisors, Inc. |
| 4 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 28% | 0.80% | Nuveen Fund Advisors, LLC |
| 5 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 26% | 0.67% | AllianceBernstein L.P. |
| 6 | Penn Series SMID Cap Growth Fund cheaper diff. adviser | 25% | 1.04% | Penn Mutual Asset Management, LLC |
| 7 | Developing Growth Portfolio cheaper diff. adviser | 23% | 1.04% | Lord, Abbett & Co. LLC |
| 8 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX cheaper diff. adviser | 22% | 1.02% | Artisan Partners Limited Partnership |
| 9 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 22% | 0.80% | Driehaus Capital Management LLC |
| 10 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 22% | 0.81% | Nuveen Fund Advisors, LLC |
| 11 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 22% | 0.75% | Invesco Advisers, Inc. |
| 12 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX cheaper diff. adviser | 22% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 13 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 22% | 1.19% | Macquarie Investment Management Business Trust |
| 14 | FundX Future Fund Opportunities ETF · FFOX cheaper | 22% | 1.02% | — |
| 15 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 21% | 0.83% | — |
| 16 | Victory RS Science & Technology Fund · RSIFX, RINCX, RIFYX | 21% | 1.24% | Victory Capital Management Inc. |
| 17 | AB Small Cap Growth Portfolio cheaper diff. adviser | 21% | 0.90% | AllianceBernstein L.P. |
| 18 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 21% | 0.85% | Carillon Tower Advisers, Inc. |
| 19 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 21% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 20% | 0.79% | Allspring Funds Management, LLC |
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