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 | Wasatch Core Growth Fund · WGROX, WIGRX | 54% | 1.05% | Wasatch Advisors LP |
| 2 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper | 49% | 0.86% | Wasatch Advisors LP |
| 3 | Wasatch Ultra Growth Fund · WAMCX, WGMCX | 46% | 1.05% | Wasatch Advisors LP |
| 4 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX | 43% | 2.01% | Wasatch Advisors LP |
| 5 | Wasatch Global Opportunities Fund · WAGOX, WIGOX | 35% | 1.35% | Wasatch Advisors LP |
| 6 | Wasatch Small Cap Value Fund · WMCVX, WICVX | 22% | 1.05% | Wasatch Advisors LP |
| 7 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 21% | 0.82% | Nationwide Fund Advisors |
| 8 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 19% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 9 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 18% | 0.80% | Allspring Funds Management, LLC |
| 10 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 18% | 0.92% | Allspring Funds Management, LLC |
| 11 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 18% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 18% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 17% | 1.05% | BAMCO, Inc. |
| 14 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX cheaper diff. adviser | 17% | 0.97% | EULAV Asset Management |
| 15 | Wasatch Global Select Fund · WGGSX, WAGSX cheaper | 16% | 0.96% | Wasatch Advisors LP |
| 16 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 16% | 0.88% | Putnam Investment Management, LLC |
| 17 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 16% | 0.76% | Putnam Investment Management, LLC |
| 18 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 16% | 0.97% | AMG Funds LLC |
| 19 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 16% | 0.90% | Conestoga Capital Advisors, LLC |
| 20 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX cheaper diff. adviser | 15% | 0.75% | Nationwide Fund Advisors |
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