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 | NVIT Invesco Small Cap Growth Fund cheaper diff. adviser | 33% | 1.08% | Nationwide Fund Advisors |
| 2 | Invesco Discovery Fund cheaper diff. adviser | 33% | 0.65% | Invesco Advisers, Inc. |
| 3 | Developing Growth Portfolio cheaper diff. adviser | 32% | 1.04% | Lord, Abbett & Co. LLC |
| 4 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 30% | 0.70% | Driehaus Capital Management LLC |
| 5 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 30% | 0.60% | Lord, Abbett & Co. LLC |
| 6 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 27% | 0.88% | MML Investment Advisers, LLC |
| 7 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 27% | 0.88% | Putnam Investment Management, LLC |
| 8 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 27% | 0.76% | Putnam Investment Management, LLC |
| 9 | Small-Cap Growth Portfolio cheaper diff. adviser | 26% | 0.64% | Pacific Life Fund Advisors LLC |
| 10 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 26% | 0.85% | Columbia Management Investment Advisers, LLC |
| 11 | AB Small Cap Growth Portfolio cheaper diff. adviser | 26% | 0.90% | AllianceBernstein L.P. |
| 12 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 25% | 0.94% | Thrivent Financial for Lutherans |
| 13 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 25% | 0.95% | First Trust Advisors L.P. |
| 14 | Emerald Growth Fund cheaper diff. adviser | 25% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 15 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 25% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 16 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 25% | 0.92% | Allspring Funds Management, LLC |
| 17 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX cheaper diff. adviser | 24% | 1.05% | Calamos Advisors LLC |
| 18 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX cheaper diff. adviser | 24% | 1.15% | RiverPark Advisors, LLC |
| 19 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 23% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 20 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper diff. adviser | 23% | 0.95% | Calamos Advisors LLC |
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