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 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 36% | 0.24% | Pacific Life Fund Advisors LLC |
| 2 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 35% | 0.05% | Fidelity Management & Research Company LLC |
| 3 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 35% | 1.00% | Transamerica Asset Management, Inc. |
| 4 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 35% | 0.05% | The Vanguard Group, Inc. |
| 5 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 35% | 0.24% | BlackRock Fund Advisors |
| 6 | 1290 VT Micro Cap Portfolio cheaper diff. adviser | 34% | 0.90% | Equitable Investment Management Group, LLC |
| 7 | Ranger Small Cap Fund · RFTSX, RFISX diff. adviser | 34% | 1.15% | Ranger Investment Management, L.P. |
| 8 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 33% | 0.46% | BlackRock Advisors, LLC |
| 9 | AVIP BlackRock Advantage Small Cap Growth Portfolio cheaper diff. adviser | 32% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 10 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 32% | 0.52% | AQR Capital Management, LLc |
| 11 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX cheaper diff. adviser | 31% | 1.04% | Lord, Abbett & Co. LLC |
| 12 | Developing Growth Portfolio cheaper diff. adviser | 29% | 1.04% | Lord, Abbett & Co. LLC |
| 13 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 29% | 0.60% | Lord, Abbett & Co. LLC |
| 14 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 29% | 0.68% | Jackson National Asset Management, LLC |
| 15 | Goldman Sachs Small Cap Growth Insights Fund · GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX cheaper diff. adviser | 29% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 16 | SA Small Cap Index Portfolio cheaper diff. adviser | 29% | 0.41% | SunAmerica Asset Management, LLC |
| 17 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 29% | 0.38% | Lincoln Financial Investments Corporation |
| 18 | Penn Series Small Cap Index Fund cheaper diff. adviser | 29% | 0.71% | Penn Mutual Asset Management, LLC |
| 19 | Venerable Small Cap Index Fund cheaper diff. adviser | 28% | 0.45% | Venerable Investment Advisers, LLC |
| 20 | EQ/Small Company Index Portfolio cheaper diff. adviser | 28% | 0.38% | Equitable Investment Management Group, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.