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 | BNY Mellon Innovators ETF · BKIV cheaper | 24% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 2 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper | 20% | 0.80% | Allspring Funds Management, LLC |
| 3 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX cheaper | 14% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 4 | Allspring Small Company Growth Portfolio | 13% | — | Allspring Funds Management, LLC |
| 5 | BlackRock SMID-Cap Growth Equity Fund cheaper | 12% | 0.75% | BlackRock Advisors, LLC |
| 6 | Victory RS Small Cap Growth Equity VIP Series cheaper | 12% | 0.88% | Victory Capital Management Inc. |
| 7 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX | 10% | 1.05% | Polen Capital Management, L.L.C. |
| 8 | RMB Small Cap Fund · RMBBX cheaper | 9% | 0.96% | Curi RMB Capital, LLC |
| 9 | PSF Mid-Cap Growth Portfolio cheaper | 9% | 0.66% | PGIM INVESTMENTS LLC |
| 10 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper | 8% | 0.15% | UBS Asset Management (Americas) LLC |
| 11 | Emerald Insights Fund · EFCAX, EFCCX, EFCIX, EFCNX | 7% | 1.05% | Emerald Mutual Fund Advisers Trust |
| 12 | Victory RS Small Cap Equity Fund | 7% | 1.10% | Victory Capital Management Inc. |
| 13 | Alger Weatherbie Enduring Growth ETF · AWEG cheaper | 7% | 0.65% | Fred Alger Management, Inc. |
| 14 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX cheaper | 7% | 0.80% | Principal Global Investors, LLC |
| 15 | Strive Mid-Cap ETF · STXM cheaper | 6% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 6% | 0.00% | — |
| 17 | Victory THB US Small Opportunities Fund · THBVX, THBIX | 6% | 1.25% | Victory Capital Management Inc. |
| 18 | Nuveen Small Cap Select ETF · NSCS cheaper | 6% | 0.86% | Nuveen Fund Advisors, LLC |
| 19 | Nationwide Small Company Growth Fund · NWSAX, NWSIX | 6% | 1.17% | Nationwide Fund Advisors |
| 20 | FIIG US SMALL CAP EQUITY · IUSCX cheaper | 5% | 0.75% | Fisher Asset Management LLC |
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