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 | 51% | 1.05% | Wasatch Advisors LP |
| 2 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX | 49% | 1.05% | Wasatch Advisors LP |
| 3 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX | 45% | 2.01% | Wasatch Advisors LP |
| 4 | Wasatch Global Select Fund · WGGSX, WAGSX | 40% | 0.96% | Wasatch Advisors LP |
| 5 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 32% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 6 | Wasatch Global Opportunities Fund · WAGOX, WIGOX | 29% | 1.35% | Wasatch Advisors LP |
| 7 | Wasatch Ultra Growth Fund · WAMCX, WGMCX | 29% | 1.05% | Wasatch Advisors LP |
| 8 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 25% | 0.85% | Conestoga Capital Advisors, LLC |
| 9 | Geneva SMID Cap Growth Fund · GCSDX, GCSVX cheaper | 21% | 0.85% | — |
| 10 | Virtus KAR Small-Mid Cap Growth Fund · VCKSX, VIKSX, VRKSX, VAKSX | 21% | 0.89% | — |
| 11 | iMGP Small Company Fund · PFSVX diff. adviser | 20% | 1.17% | IM Global Partner Fund Management, LLC |
| 12 | Wasatch Small Cap Value Fund · WMCVX, WICVX | 19% | 1.05% | Wasatch Advisors LP |
| 13 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX diff. adviser | 18% | 1.05% | BAMCO, Inc. |
| 14 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX cheaper diff. adviser | 17% | 0.75% | Nationwide Fund Advisors |
| 15 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 17% | 0.82% | Nationwide Fund Advisors |
| 16 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 16% | 1.15% | Ranger Investment Management, L.P. |
| 17 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 16% | 0.80% | Allspring Funds Management, LLC |
| 18 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 16% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX diff. adviser | 16% | 1.00% | Transamerica Asset Management, Inc. |
| 20 | Allspring VT Small Cap Growth Fund diff. adviser | 15% | 0.92% | Allspring Funds Management, LLC |
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