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 | BNY Mellon Small Cap Multi-Strategy Fund · MPSSX, MISCX | 44% | 1.09% | BNY Mellon Investment Adviser, Inc. |
| 2 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX | 19% | 0.97% | AMG Funds LLC |
| 3 | Developing Growth Portfolio | 17% | 1.04% | Lord, Abbett & Co. LLC |
| 4 | ALGER SMALL CAP FOCUS FUND · AOFAX, AOFCX, AOFIX, AGOZX, AOFYX | 17% | 0.86% | Fred Alger Management, Inc. |
| 5 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX | 17% | 0.83% | Loomis, Sayles & Company, L.P. |
| 6 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX | 16% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 7 | Franklin Small Cap Growth Fund · FSGRX, FCSGX, FSSAX, FSSRX, FSMLX cheaper | 16% | 0.66% | Franklin Advisers, Inc. |
| 8 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX | 16% | 0.86% | Voya Investments, LLC |
| 9 | NVIT Invesco Small Cap Growth Fund | 15% | 1.08% | Nationwide Fund Advisors |
| 10 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX | 15% | 0.91% | Voya Investments, LLC |
| 11 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX | 15% | 1.02% | Artisan Partners Limited Partnership |
| 12 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX | 15% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 13 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX | 15% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 14 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX | 14% | 0.78% | AllianceBernstein L.P. |
| 15 | Invesco Discovery Fund cheaper | 14% | 0.65% | Invesco Advisers, Inc. |
| 16 | Penn Series SMID Cap Growth Fund | 14% | 1.04% | Penn Mutual Asset Management, LLC |
| 17 | Columbia Variable Portfolio - Small Company Growth Fund | 14% | 0.87% | Columbia Management Investment Advisers, LLC |
| 18 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX | 14% | 0.83% | — |
| 19 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper | 14% | 0.60% | Lord, Abbett & Co. LLC |
| 20 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX | 14% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
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