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 | 47% | 1.05% | Wasatch Advisors LP |
| 2 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX | 42% | 2.01% | Wasatch Advisors LP |
| 3 | Wasatch Global Opportunities Fund · WAGOX, WIGOX | 32% | 1.35% | Wasatch Advisors LP |
| 4 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX | 22% | 1.05% | Wasatch Advisors LP |
| 5 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX | 21% | 1.60% | Wasatch Advisors LP |
| 6 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 19% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Wasatch U.S. Select Fund · WAUSX, WGUSX cheaper | 19% | 0.86% | Wasatch Advisors LP |
| 8 | Wasatch Ultra Growth Fund · WAMCX, WGMCX | 16% | 1.05% | Wasatch Advisors LP |
| 9 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 15% | 0.87% | Kornitzer Capital Management, Inc. |
| 10 | Wasatch Micro Cap Fund · WMICX, WGICX | 14% | 1.59% | Wasatch Advisors LP |
| 11 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX cheaper diff. adviser | 14% | 0.95% | Tributary Capital Management, LLC |
| 12 | Virtus KAR Small-Cap Core Fund · PKSAX, PKSCX, PKSFX, VSCRX cheaper | 14% | 0.92% | — |
| 13 | DF DENT SMALL CAP GROWTH FUND · DFDSX, DFSGX, DFSLX cheaper diff. adviser | 14% | 0.85% | D.F. DENT AND COMPANY, INC. |
| 14 | Congress Small Cap Growth Fund · CSMVX, CSMCX cheaper diff. adviser | 12% | 1.01% | Congress Asset Management Company |
| 15 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper diff. adviser | 12% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 16 | LKCM Small Cap Equity Fund · LKSCX cheaper diff. adviser | 12% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 17 | M3Sixty Small Cap Growth Fund · MCSCX cheaper diff. adviser | 11% | 0.99% | M3Sixty Capital, LLC |
| 18 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 11% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 11% | 0.82% | Nationwide Fund Advisors |
| 20 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 11% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
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