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 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 22% | 0.90% | Conestoga Capital Advisors, LLC |
| 2 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 21% | 0.77% | RBC Global Asset Management (US) Inc. |
| 3 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 21% | 1.05% | Wasatch Advisors LP |
| 4 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 20% | 0.88% | Putnam Investment Management, LLC |
| 5 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 20% | 0.76% | Putnam Investment Management, LLC |
| 6 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 19% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 7 | RMB Small Cap Fund · RMBBX cheaper diff. adviser | 19% | 0.96% | Curi RMB Capital, LLC |
| 8 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 19% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 9 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 19% | 0.85% | Conestoga Capital Advisors, LLC |
| 10 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 18% | 0.82% | Nationwide Fund Advisors |
| 11 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX cheaper | 18% | 0.92% | — |
| 12 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 18% | 0.82% | AMG Funds LLC |
| 13 | Bahl & Gaynor Small Cap Dividend ETF · SCDV cheaper diff. adviser | 17% | 0.70% | BAHL & GAYNOR, INC. |
| 14 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX diff. adviser | 17% | 1.05% | Wasatch Advisors LP |
| 15 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 16% | 0.15% | SSGA Funds Management, Inc. |
| 16 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX cheaper | 16% | 0.87% | EULAV Asset Management |
| 17 | Penn Series SMID Cap Growth Fund diff. adviser | 16% | 1.04% | Penn Mutual Asset Management, LLC |
| 18 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper diff. adviser | 15% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 19 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper diff. adviser | 15% | 0.86% | Wasatch Advisors LP |
| 20 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 15% | 1.53% | Security Investors, LLC |
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