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 cheaper | 52% | 1.05% | Wasatch Advisors LP |
| 2 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper | 45% | 0.86% | Wasatch Advisors LP |
| 3 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX cheaper | 43% | 1.05% | Wasatch Advisors LP |
| 4 | Wasatch Small Cap Value Fund · WMCVX, WICVX cheaper | 42% | 1.05% | Wasatch Advisors LP |
| 5 | Wasatch Ultra Growth Fund · WAMCX, WGMCX cheaper | 35% | 1.05% | Wasatch Advisors LP |
| 6 | Wasatch Global Opportunities Fund · WAGOX, WIGOX cheaper | 33% | 1.35% | Wasatch Advisors LP |
| 7 | Wasatch Global Select Fund · WGGSX, WAGSX cheaper | 29% | 0.96% | Wasatch Advisors LP |
| 8 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 28% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 9 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 21% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | Ranger Small Cap Fund · RFTSX, RFISX cheaper diff. adviser | 17% | 1.15% | Ranger Investment Management, L.P. |
| 11 | CONESTOGA SMID CAP FUND · CCSMX, CCSGX cheaper diff. adviser | 16% | 0.85% | Conestoga Capital Advisors, LLC |
| 12 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 16% | 0.92% | Allspring Funds Management, LLC |
| 13 | iMGP Small Company Fund · PFSVX cheaper diff. adviser | 16% | 1.17% | IM Global Partner Fund Management, LLC |
| 14 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 16% | 0.80% | Allspring Funds Management, LLC |
| 15 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 15% | 1.00% | Transamerica Asset Management, Inc. |
| 16 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 14% | 0.87% | Kornitzer Capital Management, Inc. |
| 17 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 14% | 0.82% | Nationwide Fund Advisors |
| 18 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX cheaper diff. adviser | 14% | 0.97% | EULAV Asset Management |
| 19 | BARON DISCOVERY FUND · BDFFX, BDFIX, BDFUX cheaper diff. adviser | 14% | 1.05% | BAMCO, Inc. |
| 20 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 13% | 0.79% | Allspring Funds Management, LLC |
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