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 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper | 97% | 0.61% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Series Small Cap Core Fund · FSSLX cheaper | 41% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Small Cap Growth Index Fund · FECGX cheaper | 38% | 0.05% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Small Cap Opportunities Fund · FSOPX cheaper | 37% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX cheaper | 37% | 0.73% | Fidelity Management & Research Company LLC |
| 6 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 36% | 0.65% | T. Rowe Price Associates, Inc. |
| 7 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 36% | 0.83% | Transamerica Asset Management, Inc. |
| 8 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 35% | 0.51% | Brighthouse Investment Advisers, LLC |
| 9 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 33% | 0.24% | Pacific Life Fund Advisors LLC |
| 10 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 33% | 0.88% | MML Investment Advisers, LLC |
| 11 | Fidelity Advisor Small Cap Fund · FSCDX, FSCEX, FSCTX, FSCIX, FZAOX | 33% | 0.83% | Fidelity Management & Research Company LLC |
| 12 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 32% | 0.05% | The Vanguard Group, Inc. |
| 13 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 32% | 0.24% | BlackRock Fund Advisors |
| 14 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 32% | 0.46% | BlackRock Advisors, LLC |
| 15 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 31% | 0.56% | Mason Street Advisors, LLC |
| 16 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 31% | 0.65% | Hartford Funds Management Company, LLC |
| 17 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 30% | 0.95% | First Trust Advisors L.P. |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 30% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper | 30% | 0.43% | Fidelity Management & Research Company LLC |
| 20 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 29% | 0.87% | CONSTELLATION INVESTMENTS INC |
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