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 | ALGER SMALL CAP GROWTH FUND · ALSAX, ALSCX, AGSCX, ASCZX, ASCYX cheaper | 88% | 0.85% | Fred Alger Management, Inc. |
| 2 | Alger Small Cap Growth Portfolio · AASOX | 82% | 1.00% | Fred Alger Management, Inc. |
| 3 | ALGER SMALL CAP FOCUS FUND · AOFAX, AOFCX, AOFIX, AGOZX, AOFYX cheaper | 44% | 0.86% | Fred Alger Management, Inc. |
| 4 | Developing Growth Portfolio diff. adviser | 24% | 1.04% | Lord, Abbett & Co. LLC |
| 5 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 21% | 0.60% | Lord, Abbett & Co. LLC |
| 6 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 20% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX cheaper diff. adviser | 20% | 0.74% | Columbia Management Investment Advisers, LLC |
| 8 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 20% | 0.79% | Allspring Funds Management, LLC |
| 9 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 20% | 0.87% | Columbia Management Investment Advisers, LLC |
| 10 | Columbia Variable Portfolio - Acorn Fund · WUSAX cheaper diff. adviser | 20% | 0.91% | Columbia Management Investment Advisers, LLC |
| 11 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 20% | 1.15% | Allspring Funds Management, LLC |
| 12 | ALGER MID CAP FOCUS FUND · AFOIX, AFOZX, ALOYX, ALOAX, ALOCX cheaper | 20% | 0.74% | Fred Alger Management, Inc. |
| 13 | Alger Mid Cap Growth Portfolio · AMGOX cheaper | 20% | 0.94% | Fred Alger Management, Inc. |
| 14 | NVIT Allspring Discovery Fund cheaper diff. adviser | 19% | 0.83% | Nationwide Fund Advisors |
| 15 | Alger Mid Cap 40 ETF · FRTY cheaper | 19% | 0.60% | Fred Alger Management, Inc. |
| 16 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 19% | 0.67% | AllianceBernstein L.P. |
| 17 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 19% | 0.83% | Loomis, Sayles & Company, L.P. |
| 18 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 19% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 19% | 0.95% | First Trust Advisors L.P. |
| 20 | Penn Series SMID Cap Growth Fund diff. adviser | 18% | 1.04% | Penn Mutual Asset Management, LLC |
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