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 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX | 19% | 1.18% | Royce Investment Partners |
| 2 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX | 19% | 1.23% | Royce Investment Partners |
| 3 | ROYCE MICRO-CAP TRUST, INC. | 16% | — | — |
| 4 | ROYCE SMALL-CAP TRUST, INC. | 15% | — | — |
| 5 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 15% | 2.48% | Lisanti Capital Growth, LLC |
| 6 | Royce Small-Cap Opportunity Fund · ROFCX, RYPNX, RYOFX, ROFIX, ROFRX | 14% | 1.12% | Royce Investment Partners |
| 7 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 14% | 0.88% | Brighthouse Investment Advisers, LLC |
| 8 | Emerald Growth Fund cheaper diff. adviser | 13% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 9 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX diff. adviser | 13% | 1.36% | Kornitzer Capital Management, Inc. |
| 10 | Royce Small-Cap Fund · PENNX, RYPCX, RYPFX, RPMIX, PAHPX cheaper | 13% | 0.89% | Royce Investment Partners |
| 11 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 13% | 0.83% | Loomis, Sayles & Company, L.P. |
| 12 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 13% | 0.76% | Macquarie Investment Management Business Trust |
| 13 | SFT Macquarie Small Cap Growth Fund diff. adviser | 13% | 1.31% | Securian Asset Management, Inc. |
| 14 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 13% | 0.89% | Macquarie Investment Management Business Trust |
| 15 | Harbor Active Small Cap Growth ETF · SGRW cheaper | 12% | 0.80% | — |
| 16 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 12% | 0.82% | Loomis, Sayles & Company, L.P. |
| 17 | First Eagle Small Cap Opportunity Fund · FESRX, FESAX, FESCX, FECCX cheaper diff. adviser | 12% | 0.93% | First Eagle Investment Management, LLC |
| 18 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 11% | 0.88% | MML Investment Advisers, LLC |
| 19 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 11% | 0.95% | First Trust Advisors L.P. |
| 20 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 11% | 0.91% | Voya Investments, LLC |
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