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 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper | 54% | 0.81% | Nuveen Fund Advisors, LLC |
| 2 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper | 42% | 0.80% | Nuveen Fund Advisors, LLC |
| 3 | Nuveen Small Cap Value Fund · FSCAX, FSCVX, FSCCX, FSCWX cheaper | 28% | 0.78% | Nuveen Fund Advisors, LLC |
| 4 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 25% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 5 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 22% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 6 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 19% | 0.83% | — |
| 7 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 19% | 0.76% | Macquarie Investment Management Business Trust |
| 8 | SFT Macquarie Small Cap Growth Fund diff. adviser | 19% | 1.31% | Securian Asset Management, Inc. |
| 9 | Nomura VIP Small Cap Growth Series diff. adviser | 18% | 0.89% | Macquarie Investment Management Business Trust |
| 10 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 18% | 0.86% | Voya Investments, LLC |
| 11 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 18% | 1.06% | Victory Capital Management Inc. |
| 12 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 17% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 13 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX diff. adviser | 17% | 0.90% | AMG Funds LLC |
| 14 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX diff. adviser | 17% | 0.95% | abrdn Inc. |
| 15 | Empower Small Cap Growth Fund · MXMTX, MXMSX diff. adviser | 17% | 0.84% | Empower Capital Management, LLC |
| 16 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 17% | 0.86% | Allspring Funds Management, LLC |
| 17 | SmallCap Account diff. adviser | 17% | 0.84% | Principal Global Investors, LLC |
| 18 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 17% | 0.56% | Mason Street Advisors, LLC |
| 19 | Knights of Columbus Small Cap Equity Fund · KCSIX, KCSVX, KCSSX diff. adviser | 17% | 0.90% | Knights of Columbus Asset Advisors LLC |
| 20 | DANA EPIPHANY SMALL CAP EQUITY FUND · DSCIX diff. adviser | 17% | 0.95% | Dana Investment Advisors, Inc. |
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