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 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper | 49% | 0.70% | Driehaus Capital Management LLC |
| 2 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 34% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 3 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 31% | 0.95% | First Trust Advisors L.P. |
| 4 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX diff. adviser | 29% | 0.90% | Brinker Capital Investments, LLC |
| 5 | Developing Growth Portfolio diff. adviser | 29% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 28% | 0.60% | Lord, Abbett & Co. LLC |
| 7 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper diff. adviser | 28% | 0.05% | The Vanguard Group, Inc. |
| 8 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 28% | 0.03% | The Vanguard Group, Inc. |
| 9 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 27% | 0.67% | AllianceBernstein L.P. |
| 10 | Invesco V.I. Discovery Mid Cap Growth Fund diff. adviser | 26% | 0.85% | Invesco Advisers, Inc. |
| 11 | EQ/AB Small Cap Growth Portfolio cheaper diff. adviser | 26% | 0.67% | Equitable Investment Management Group, LLC |
| 12 | PROFUND VP MIDCAP GROWTH diff. adviser | 26% | 1.68% | ProFund Advisors LLC |
| 13 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 25% | 0.79% | Allspring Funds Management, LLC |
| 14 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 25% | 1.15% | Allspring Funds Management, LLC |
| 15 | NVIT Allspring Discovery Fund diff. adviser | 25% | 0.83% | Nationwide Fund Advisors |
| 16 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 25% | 1.78% | ProFund Advisors LLC |
| 17 | MML Invesco Discovery Mid Cap Fund diff. adviser | 25% | 0.83% | MML Investment Advisers, LLC |
| 18 | Growth Opportunities Portfolio diff. adviser | 25% | 1.13% | Lord, Abbett & Co. LLC |
| 19 | Penn Series SMID Cap Growth Fund diff. adviser | 25% | 1.04% | Penn Mutual Asset Management, LLC |
| 20 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 24% | 0.05% | Fidelity Management & Research Company LLC |
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