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 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 19% | 0.94% | Thrivent Financial for Lutherans |
| 2 | THRIVENT SMALL CAP GROWTH FUND · TSCGX | 17% | 0.95% | Thrivent Asset Management, LLC |
| 3 | GRANDEUR PEAK US STALWARTS FUND · GUSYX diff. adviser | 16% | 0.90% | Grandeur Peak Global Advisors, LLC |
| 4 | First Eagle US Smid Cap Opportunity Fund diff. adviser | 15% | 0.95% | First Eagle Investment Management, LLC |
| 5 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 6 | THRIVENT SMALL CAP STOCK PORTFOLIO diff. adviser | 15% | 0.70% | Thrivent Financial for Lutherans |
| 7 | THRIVENT SMALL CAP STOCK FUND · AASMX, TSCSX | 14% | 0.79% | Thrivent Asset Management, LLC |
| 8 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX diff. adviser | 13% | 0.85% | Carillon Tower Advisers, Inc. |
| 9 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX diff. adviser | 13% | 0.74% | Columbia Management Investment Advisers, LLC |
| 10 | Columbia Variable Portfolio - Acorn Fund · WUSAX diff. adviser | 13% | 0.91% | Columbia Management Investment Advisers, LLC |
| 11 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX diff. adviser | 13% | 0.85% | Carillon Tower Advisers, Inc. |
| 12 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX diff. adviser | 12% | 1.60% | Wasatch Advisors LP |
| 13 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX diff. adviser | 12% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | MFS Active Mid Cap ETF · MMID cheaper | 12% | 0.59% | — |
| 15 | MFS New Discovery Series diff. adviser | 12% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX diff. adviser | 12% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 17 | Argent Focused Small Cap ETF · ALIL diff. adviser | 12% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | ClearBridge Mid Cap Fund · SBMAX, SBMLX, SMBYX, SMCPX, LMREX, LSIRX diff. adviser | 12% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX diff. adviser | 12% | 0.83% | Loomis, Sayles & Company, L.P. |
| 20 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 12% | 0.86% | Allspring Funds Management, LLC |
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