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 Value Fund · WAMVX, WGMVX | 56% | 1.60% | Wasatch Advisors LP |
| 2 | Buffalo Early Stage Growth Fund · BUFOX, BUIOX cheaper diff. adviser | 17% | 1.36% | Kornitzer Capital Management, Inc. |
| 3 | Wasatch Small Cap Growth Fund · WAAEX, WIAEX cheaper | 15% | 1.05% | Wasatch Advisors LP |
| 4 | Wasatch Small Cap Value Fund · WMCVX, WICVX cheaper | 14% | 1.05% | Wasatch Advisors LP |
| 5 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 13% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | Ranger Micro Cap Fund · RFTMX, RFIMX cheaper diff. adviser | 13% | 1.28% | Ranger Investment Management, L.P. |
| 7 | Rice Hall James Micro Cap Portfolio · RHJSX cheaper diff. adviser | 13% | 1.25% | RICE HALL JAMES |
| 8 | CONESTOGA DISCOVERY FUND · CMCMX, CMIRX cheaper diff. adviser | 13% | 1.25% | Conestoga Capital Advisors, LLC |
| 9 | Wasatch Long/Short Alpha Fund · WALSX, WGLSX | 11% | 2.01% | Wasatch Advisors LP |
| 10 | Rockefeller US Small Cap Core Fund · RKSYX, RKSAX, RKSIX cheaper diff. adviser | 11% | 1.05% | Rockefeller & Co. LLC |
| 11 | Thrivent Small-Mid Cap Equity ETF · TSME cheaper diff. adviser | 11% | 0.65% | Thrivent Asset Management, LLC |
| 12 | Wasatch Ultra Growth Fund · WAMCX, WGMCX cheaper | 10% | 1.05% | Wasatch Advisors LP |
| 13 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 10% | 0.95% | Calamos Advisors LLC |
| 14 | Perritt MicroCap Opportunities Fund · PRCGX diff. adviser | 10% | 1.73% | Perritt Capital Management, Inc. |
| 15 | Needham Aggressive Growth Fund · NEAGX, NEAIX cheaper diff. adviser | 10% | 1.19% | Needham Investment Management, LLC |
| 16 | 1290 VT Micro Cap Portfolio cheaper diff. adviser | 10% | 0.90% | Equitable Investment Management Group, LLC |
| 17 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX cheaper diff. adviser | 9% | 1.15% | RiverPark Advisors, LLC |
| 18 | 1290 Essex Small Cap Growth Fund · ESCKX, ESCFX, ESCJX cheaper diff. adviser | 9% | 0.88% | Equitable Investment Management, LLC |
| 19 | Royce Smaller-Companies Growth Fund · RVPIX, RYVPX, RVPHX cheaper diff. adviser | 9% | 1.02% | Royce Investment Partners |
| 20 | Brown Capital Management Small Company Fund · BCSIX, BCSSX cheaper diff. adviser | 9% | 1.12% | Brown Capital Management, LLC |
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