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 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX cheaper | 33% | 0.75% | Nationwide Fund Advisors |
| 2 | Variable Portfolio - Partners Small Cap Growth Fund | 28% | 0.85% | Columbia Management Investment Advisers, LLC |
| 3 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX | 27% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 4 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper | 26% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 5 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper | 25% | 0.81% | Nuveen Fund Advisors, LLC |
| 6 | Putnam VT Small Cap Growth Fund | 25% | 0.88% | Putnam Investment Management, LLC |
| 7 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper | 24% | 0.76% | Putnam Investment Management, LLC |
| 8 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper | 24% | 0.03% | Carillon Tower Advisers, Inc. |
| 9 | Small-Cap Growth Portfolio cheaper | 23% | 0.64% | Pacific Life Fund Advisors LLC |
| 10 | YORKTOWN SMALL CAP FUND · YOVAX, YOVLX, YOVIX | 23% | 1.38% | Yorktown Management and Research Company, Inc. |
| 11 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper | 23% | 0.80% | Allspring Funds Management, LLC |
| 12 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX | 22% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 13 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX | 22% | 0.89% | Hartford Funds Management Company, LLC |
| 14 | Invesco Discovery Fund cheaper | 22% | 0.65% | Invesco Advisers, Inc. |
| 15 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX | 22% | 0.90% | Hartford Funds Management Company, LLC |
| 16 | WCM Small Cap Growth Fund · WCMLX, WCMNX | 21% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 17 | HARTFORD SMALL COMPANY HLS FUND · HIASX, HDMBX cheaper | 21% | 0.80% | Hartford Funds Management Company, LLC |
| 18 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper | 21% | 0.05% | The Vanguard Group, Inc. |
| 19 | Transamerica T. Rowe Price Small Cap VP cheaper | 21% | 0.83% | Transamerica Asset Management, Inc. |
| 20 | Small Cap Growth Stock Portfolio cheaper | 20% | 0.56% | Mason Street Advisors, LLC |
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