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 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX | 16% | 0.50% | Allspring Funds Management, LLC |
| 2 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX diff. adviser | 14% | 0.85% | Carillon Tower Advisers, Inc. |
| 3 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX diff. adviser | 13% | 0.85% | Carillon Tower Advisers, Inc. |
| 4 | Janus Henderson Small/Mid Cap Growth Alpha ETF · JSMD cheaper diff. adviser | 13% | 0.30% | Janus Henderson Investors US LLC |
| 5 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 12% | 1.64% | Security Investors, LLC |
| 6 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 12% | 1.55% | Security Investors, LLC |
| 7 | Invesco S&P SmallCap Momentum ETF · XSMO cheaper diff. adviser | 12% | 0.36% | Invesco Capital Management LLC |
| 8 | Columbia Integrated Small Cap Growth Fund · ISGDX, ISGNX diff. adviser | 12% | 0.85% | Columbia Management Investment Advisers, LLC |
| 9 | MOA SMALL CAP GROWTH FUND diff. adviser | 12% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | NAA SMALL GROWTH SERIES diff. adviser | 11% | 1.16% | New Age Alpha Advisors, LLC |
| 11 | NVIT Invesco Small Cap Growth Fund diff. adviser | 11% | 1.08% | Nationwide Fund Advisors |
| 12 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX diff. adviser | 11% | 0.75% | Nationwide Fund Advisors |
| 13 | Saratoga Small Capitalization Portfolio · SSCYX, SSCPX, SSCCX diff. adviser | 11% | 2.50% | Saratoga Capital Management, LLC |
| 14 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 11% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Invesco S&P Smallcap 600 Pure Growth ETF · RZG cheaper diff. adviser | 10% | 0.35% | Invesco Capital Management LLC |
| 16 | Allspring VT Small Cap Growth Fund | 10% | 0.92% | Allspring Funds Management, LLC |
| 17 | Invesco S&P MidCap 400 GARP ETF · GRPM cheaper diff. adviser | 10% | 0.35% | Invesco Capital Management LLC |
| 18 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX | 10% | 0.80% | Allspring Funds Management, LLC |
| 19 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 10% | 1.53% | Security Investors, LLC |
| 20 | S&P MidCap 400 Pure Growth Fund diff. adviser | 10% | 1.64% | Security Investors, LLC |
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