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 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX cheaper | 63% | 0.95% | Calamos Advisors LLC |
| 2 | Developing Growth Portfolio cheaper diff. adviser | 28% | 1.04% | Lord, Abbett & Co. LLC |
| 3 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 27% | 0.60% | Lord, Abbett & Co. LLC |
| 4 | NVIT Invesco Small Cap Growth Fund diff. adviser | 24% | 1.08% | Nationwide Fund Advisors |
| 5 | PACE Small/Medium Co Growth Equity Investments · PCSGX, PQUAX, PUMTX cheaper diff. adviser | 24% | 0.69% | UBS Asset Management (Americas) LLC |
| 6 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 24% | 2.48% | Lisanti Capital Growth, LLC |
| 7 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 23% | 0.62% | Lord, Abbett & Co. LLC |
| 8 | Growth Opportunities Portfolio diff. adviser | 23% | 1.13% | Lord, Abbett & Co. LLC |
| 9 | Invesco Discovery Fund cheaper diff. adviser | 23% | 0.65% | Invesco Advisers, Inc. |
| 10 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 23% | 0.79% | Allspring Funds Management, LLC |
| 11 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 23% | 1.15% | Allspring Funds Management, LLC |
| 12 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 23% | 0.83% | — |
| 13 | NVIT Allspring Discovery Fund cheaper diff. adviser | 22% | 0.83% | Nationwide Fund Advisors |
| 14 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 22% | 0.92% | Allspring Funds Management, LLC |
| 15 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 22% | 0.87% | Columbia Management Investment Advisers, LLC |
| 16 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX cheaper diff. adviser | 21% | 0.74% | Columbia Management Investment Advisers, LLC |
| 17 | Columbia Variable Portfolio - Acorn Fund · WUSAX cheaper diff. adviser | 21% | 0.91% | Columbia Management Investment Advisers, LLC |
| 18 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 20% | 0.85% | Carillon Tower Advisers, Inc. |
| 19 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 20% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 20% | 0.05% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.