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 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX cheaper diff. adviser | 20% | 1.19% | Macquarie Investment Management Business Trust |
| 2 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 20% | 0.84% | Empower Capital Management, LLC |
| 3 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 20% | 0.85% | Columbia Management Investment Advisers, LLC |
| 4 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 20% | 0.87% | Principal Global Investors, LLC |
| 5 | Emerald Growth Fund cheaper diff. adviser | 20% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 6 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 20% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 7 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 20% | 0.86% | Voya Investments, LLC |
| 8 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 20% | 0.95% | Thrivent Asset Management, LLC |
| 9 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 20% | 0.68% | Jackson National Asset Management, LLC |
| 10 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 20% | 0.94% | Thrivent Financial for Lutherans |
| 11 | Adara Smaller Companies Fund cheaper diff. adviser | 20% | 0.80% | Altair Advisers LLC |
| 12 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX cheaper diff. adviser | 19% | 0.86% | Allspring Funds Management, LLC |
| 13 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 19% | 2.48% | Lisanti Capital Growth, LLC |
| 14 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 19% | 0.85% | New York Life Investment Management LLC |
| 15 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 18% | 0.80% | SunAmerica Asset Management, LLC |
| 16 | Invesco Discovery Fund cheaper diff. adviser | 18% | 0.65% | Invesco Advisers, Inc. |
| 17 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 18% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 18 | Small Cap Growth Fund · ANONX, ANOIX, ANOAX, ANOCX, ANORX, ANODX, ANOGX, ANOYX, ANOHX cheaper diff. adviser | 18% | 0.00% | American Century Investment Management, Inc. |
| 19 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 18% | 0.81% | Nuveen Fund Advisors, LLC |
| 20 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 18% | 0.49% | — |
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