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 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 19% | 0.80% | Nuveen Fund Advisors, LLC |
| 2 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX cheaper diff. adviser | 18% | 0.75% | Nationwide Fund Advisors |
| 3 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 18% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 4 | SmallCap Account cheaper diff. adviser | 18% | 0.84% | Principal Global Investors, LLC |
| 5 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 18% | 0.80% | SunAmerica Asset Management, LLC |
| 6 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 18% | 0.74% | Jackson National Asset Management, LLC |
| 7 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 17% | 0.56% | Mason Street Advisors, LLC |
| 8 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 17% | 0.82% | Brighthouse Investment Advisers, LLC |
| 9 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 17% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 17% | 0.65% | Hartford Funds Management Company, LLC |
| 11 | SmallCap Fund · PSBMX, PSBPX, PSLIX, PSBJX, PLLAX, PSMLX cheaper diff. adviser | 17% | 0.73% | Principal Global Investors, LLC |
| 12 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 17% | 0.82% | Nuveen Fund Advisors, LLC |
| 13 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 17% | 0.75% | Invesco Advisers, Inc. |
| 14 | Touchstone Variable Series Trust-Touchstone Small Company Fund cheaper diff. adviser | 16% | 0.76% | Touchstone Advisors, Inc. |
| 15 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX cheaper diff. adviser | 16% | 0.90% | Hartford Funds Management Company, LLC |
| 16 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 16% | 0.85% | Carillon Tower Advisers, Inc. |
| 17 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 16% | 0.84% | Empower Capital Management, LLC |
| 18 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 16% | 0.82% | AMG Funds LLC |
| 19 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 16% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | Fidelity Advisor Small Cap Fund · FSCDX, FSCEX, FSCTX, FSCIX, FZAOX cheaper diff. adviser | 16% | 0.83% | Fidelity Management & Research Company LLC |
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