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 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 27% | 0.90% | Tributary Capital Management, LLC |
| 2 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 22% | 0.94% | Thrivent Financial for Lutherans |
| 3 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX diff. adviser | 22% | 0.82% | Nationwide Fund Advisors |
| 4 | THRIVENT SMALL CAP GROWTH FUND · TSCGX diff. adviser | 22% | 0.95% | Thrivent Asset Management, LLC |
| 5 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 21% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 6 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 21% | 0.97% | EULAV Asset Management |
| 7 | Nicholas Limited Edition, Inc. · NCLEX, NNLEX diff. adviser | 20% | 0.86% | Nicholas Company, Inc. |
| 8 | Penn Series SMID Cap Growth Fund diff. adviser | 19% | 1.04% | Penn Mutual Asset Management, LLC |
| 9 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX diff. adviser | 19% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 10 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX diff. adviser | 19% | 0.83% | Loomis, Sayles & Company, L.P. |
| 11 | iMGP Small Company Fund · PFSVX diff. adviser | 19% | 1.17% | IM Global Partner Fund Management, LLC |
| 12 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX | 19% | 0.85% | — |
| 13 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 19% | 0.83% | — |
| 14 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 18% | 1.06% | Victory Capital Management Inc. |
| 15 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX diff. adviser | 18% | 0.82% | AMG Funds LLC |
| 16 | Buffalo Small Cap Growth Fund · BUFSX, BUISX diff. adviser | 18% | 0.87% | Kornitzer Capital Management, Inc. |
| 17 | Rockefeller U.S. Small-mid Cap ETF · RSMC cheaper diff. adviser | 18% | 0.75% | Tidal Investments LLC |
| 18 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 18% | 0.82% | Loomis, Sayles & Company, L.P. |
| 19 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX diff. adviser | 18% | 0.85% | Conestoga Capital Advisors, LLC |
| 20 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 18% | 0.88% | Brighthouse Investment Advisers, LLC |
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