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 | Small Cap Growth Fund · ANONX, ANOIX, ANOAX, ANOCX, ANORX, ANODX, ANOGX, ANOYX, ANOHX cheaper | 62% | 0.00% | American Century Investment Management, Inc. |
| 2 | Small Cap Growth Fund · VVSGX | 58% | 0.88% | The Variable Annuity Life Insurance Company |
| 3 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper | 37% | 0.05% | The Vanguard Group, Inc. |
| 4 | AVIP BlackRock Advantage Small Cap Growth Portfolio | 36% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 5 | PD Small-Cap Growth Index Portfolio cheaper | 32% | 0.24% | Pacific Life Fund Advisors LLC |
| 6 | Fidelity Small Cap Growth Index Fund · FECGX cheaper | 32% | 0.05% | Fidelity Management & Research Company LLC |
| 7 | iShares Russell 2000 Growth ETF · IWO cheaper | 31% | 0.24% | BlackRock Fund Advisors |
| 8 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper | 30% | 0.46% | BlackRock Advisors, LLC |
| 9 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX | 30% | 0.87% | Principal Global Investors, LLC |
| 10 | Transamerica T. Rowe Price Small Cap VP | 29% | 0.83% | Transamerica Asset Management, Inc. |
| 11 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX | 29% | 0.65% | T. Rowe Price Associates, Inc. |
| 12 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX | 29% | 0.88% | MML Investment Advisers, LLC |
| 13 | T.Rowe Price Small Cap Growth Portfolio | 29% | 0.51% | Brighthouse Investment Advisers, LLC |
| 14 | JNL Multi-Manager Small Cap Growth Fund | 27% | 0.68% | Jackson National Asset Management, LLC |
| 15 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC | 27% | 0.95% | First Trust Advisors L.P. |
| 16 | Variable Portfolio - Partners Small Cap Growth Fund | 27% | 0.85% | Columbia Management Investment Advisers, LLC |
| 17 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX | 27% | 0.52% | AQR Capital Management, LLc |
| 18 | First Trust Mid Cap Growth AlphaDEX Fund · FNY | 26% | 0.73% | First Trust Advisors L.P. |
| 19 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX | 26% | 0.80% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Small Cap Growth K6 Fund · FOCSX | 26% | 0.61% | Fidelity Management & Research Company LLC |
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