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 SMID Growth Fund · CTOGX, CTAGX, CTIGX | 63% | 1.05% | Calamos Advisors LLC |
| 2 | PACE Small/Medium Co Growth Equity Investments · PCSGX, PQUAX, PUMTX cheaper diff. adviser | 27% | 0.69% | UBS Asset Management (Americas) LLC |
| 3 | NVIT Invesco Small Cap Growth Fund diff. adviser | 24% | 1.08% | Nationwide Fund Advisors |
| 4 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 23% | 2.48% | Lisanti Capital Growth, LLC |
| 5 | Invesco Discovery Fund cheaper diff. adviser | 23% | 0.65% | Invesco Advisers, Inc. |
| 6 | Developing Growth Portfolio diff. adviser | 23% | 1.04% | Lord, Abbett & Co. LLC |
| 7 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 23% | 0.60% | Lord, Abbett & Co. LLC |
| 8 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 22% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 22% | 0.83% | — |
| 10 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 21% | 0.92% | Allspring Funds Management, LLC |
| 11 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 21% | 0.86% | Voya Investments, LLC |
| 12 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 21% | 0.85% | Carillon Tower Advisers, Inc. |
| 13 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 21% | 0.85% | Carillon Tower Advisers, Inc. |
| 14 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 19% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 15 | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH · FTXNX, FTXSX, FTXFX, FTXAX, FTXCX cheaper | 19% | 0.93% | — |
| 16 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 19% | 0.88% | Putnam Investment Management, LLC |
| 17 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 19% | 0.95% | First Trust Advisors L.P. |
| 18 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 19% | 0.76% | Putnam Investment Management, LLC |
| 19 | Small Cap Growth Fund · VVSGX cheaper diff. adviser | 19% | 0.88% | The Variable Annuity Life Insurance Company |
| 20 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 18% | 0.83% | — |
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