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 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX cheaper | 24% | 0.87% | — |
| 2 | Virtus KAR Mid-Cap ETF · KMID cheaper | 23% | 0.80% | Virtus Investment Advisers, LLC |
| 3 | Virtus KAR Small-Cap Growth Series | 22% | 0.89% | Virtus Investment Advisers, LLC |
| 4 | Virtus KAR Small-Cap Growth Fund · PSGAX, PSGCX, PXSGX, VRSGX | 21% | 1.01% | — |
| 5 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper | 21% | 0.86% | Wasatch Advisors LP |
| 6 | JNL Multi-Manager Small Cap Growth Fund cheaper | 20% | 0.68% | Jackson National Asset Management, LLC |
| 7 | Virtus KAR Small-Mid Cap Core Fund · VKSAX, VKSCX, VKSIX, VKSRX | 20% | 0.89% | — |
| 8 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX | 20% | 1.00% | Transamerica Asset Management, Inc. |
| 9 | Virtus KAR Global Small-Cap Fund · RGSAX, RGSCX, DGSCX | 18% | 1.28% | Virtus Investment Advisers, LLC |
| 10 | Ranger Small Cap Fund · RFTSX, RFISX | 18% | 1.15% | Ranger Investment Management, L.P. |
| 11 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX | 17% | 0.92% | — |
| 12 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper | 17% | 0.85% | Conestoga Capital Advisors, LLC |
| 13 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 16% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 14 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 16% | 0.85% | — |
| 15 | Wasatch Global Select Fund · WGGSX, WAGSX | 16% | 0.96% | Wasatch Advisors LP |
| 16 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper | 15% | 0.81% | Brown Brothers Harriman & Co. |
| 17 | CONESTOGA SMALL CAP FUND · CCASX, CCALX | 15% | 0.90% | Conestoga Capital Advisors, LLC |
| 18 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper | 14% | 0.75% | Nationwide Fund Advisors |
| 19 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX cheaper | 14% | 0.83% | — |
| 20 | BBH Select Mid Cap ETF cheaper | 14% | 0.81% | — |
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