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 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX | 51% | 0.78% | AllianceBernstein L.P. |
| 2 | EQ/AB Small Cap Growth Portfolio diff. adviser | 44% | 0.67% | Equitable Investment Management Group, LLC |
| 3 | AB Small Cap Growth Portfolio | 41% | 0.90% | AllianceBernstein L.P. |
| 4 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX diff. adviser | 30% | 0.79% | Allspring Funds Management, LLC |
| 5 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 30% | 1.15% | Allspring Funds Management, LLC |
| 6 | NVIT Allspring Discovery Fund diff. adviser | 30% | 0.83% | Nationwide Fund Advisors |
| 7 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 30% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 8 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 29% | 0.62% | Lord, Abbett & Co. LLC |
| 9 | Penn Series SMID Cap Growth Fund diff. adviser | 28% | 1.04% | Penn Mutual Asset Management, LLC |
| 10 | Developing Growth Portfolio diff. adviser | 28% | 1.04% | Lord, Abbett & Co. LLC |
| 11 | Driehaus Small/Mid Cap Growth Fund · DSMDX diff. adviser | 27% | 0.80% | Driehaus Capital Management LLC |
| 12 | Growth Opportunities Portfolio diff. adviser | 26% | 1.13% | Lord, Abbett & Co. LLC |
| 13 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 26% | 1.06% | Victory Capital Management Inc. |
| 14 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 26% | 0.60% | Lord, Abbett & Co. LLC |
| 15 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX diff. adviser | 25% | 0.80% | Harbor Capital Advisors, Inc. |
| 16 | Putnam VT Small Cap Growth Fund diff. adviser | 25% | 0.88% | Putnam Investment Management, LLC |
| 17 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 25% | 0.76% | Putnam Investment Management, LLC |
| 18 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX diff. adviser | 23% | 0.80% | Allspring Funds Management, LLC |
| 19 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 23% | 0.95% | First Trust Advisors L.P. |
| 20 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 22% | 0.83% | Goldman Sachs Asset Management, L.P. |
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