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 International Small Cap Value Fund · WGSVX, WASVX | 67% | 1.10% | — |
| 2 | Wasatch International Opportunities Fund · WAIOX, WIIOX | 21% | 1.79% | Wasatch Advisors LP |
| 3 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX | 16% | 1.60% | Wasatch Advisors LP |
| 4 | Wasatch International Growth Fund · WAIGX, WIIGX | 13% | 1.36% | Wasatch Advisors LP |
| 5 | Wasatch Micro Cap Fund · WMICX, WGICX | 9% | 1.59% | Wasatch Advisors LP |
| 6 | Royce Small-Cap Total Return Fund · RYTRX, RYTCX, RYTFX, RTRIX, RTRRX cheaper | 8% | 1.02% | Royce Investment Partners |
| 7 | Wasatch Small Cap Value Fund · WMCVX, WICVX cheaper | 8% | 1.05% | Wasatch Advisors LP |
| 8 | Thornburg Small/Mid Cap Core Fund · TVAFX, TVCFX, TVIFX, TVRRX, TVIRX, TVRFX, TAOZ cheaper | 6% | 0.79% | Thornburg Investment Management, Inc. |
| 9 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper | 6% | 1.05% | Rockefeller & Co. LLC |
| 10 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper | 6% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | AMG GW&K International Small Cap Fund · MECAX, MECIX, MECZX cheaper | 6% | 0.89% | AMG Funds LLC |
| 12 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX cheaper | 6% | 1.05% | Wasatch Advisors LP |
| 13 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper | 6% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | Wasatch Global Opportunities Fund · WAGOX, WIGOX | 6% | 1.35% | Wasatch Advisors LP |
| 15 | Champlain Small Company Fund · CIPSX, CIPNX cheaper | 6% | 0.99% | Champlain Investment Partners, LLC |
| 16 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX | 5% | 2.01% | Wasatch Advisors LP |
| 17 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper | 5% | 0.86% | Wasatch Advisors LP |
| 18 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper | 5% | 0.87% | Kornitzer Capital Management, Inc. |
| 19 | Goldman Sachs Small Cap Equity ETF · GSC cheaper | 5% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 20 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper | 5% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
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