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 Micro Cap Fund · WMICX, WGICX cheaper | 56% | 1.59% | Wasatch Advisors LP |
| 2 | Wasatch Small Cap Value Fund · WMCVX, WICVX cheaper | 21% | 1.05% | Wasatch Advisors LP |
| 3 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX cheaper diff. adviser | 18% | 1.36% | Kornitzer Capital Management, Inc. |
| 4 | Wasatch Global Small Cap Value Fund · WGCVX, WACVX cheaper | 16% | 1.10% | — |
| 5 | Thrivent Small-Mid Cap Equity ETF · TSME cheaper diff. adviser | 12% | 0.65% | Thrivent Asset Management, LLC |
| 6 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper diff. adviser | 12% | 1.05% | Rockefeller & Co. LLC |
| 7 | CONESTOGA DISCOVERY FUND · CMCMX, CMIRX cheaper diff. adviser | 12% | 1.25% | Conestoga Capital Advisors, LLC |
| 8 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX cheaper diff. adviser | 12% | 1.23% | Royce Investment Partners |
| 9 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX cheaper diff. adviser | 11% | 1.18% | Royce Investment Partners |
| 10 | Rice Hall James Micro Cap Portfolio · RHJSX cheaper diff. adviser | 11% | 1.25% | RICE HALL JAMES |
| 11 | 1290 Essex Small Cap Growth Fund · ESCKX, ESCFX, ESCJX cheaper diff. adviser | 11% | 0.88% | Equitable Investment Management, LLC |
| 12 | ROYCE MICRO-CAP TRUST, INC. | 11% | — | — |
| 13 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 11% | 1.04% | Lord, Abbett & Co. LLC |
| 14 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 10% | 0.95% | Calamos Advisors LLC |
| 15 | Acuitas Small Cap Active ETF · AIMS cheaper | 10% | 0.75% | — |
| 16 | Perritt MicroCap Opportunities Fund · PRCGX diff. adviser | 10% | 1.73% | Perritt Capital Management, Inc. |
| 17 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 10% | 0.79% | Westwood Management Corp. |
| 18 | Ranger Micro Cap Fund · RFTMX, RFIMX cheaper diff. adviser | 9% | 1.28% | Ranger Investment Management, L.P. |
| 19 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 9% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX | 9% | 2.01% | Wasatch Advisors LP |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.