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 | Federated Hermes Kaufmann Fund · KAUAX, KAUCX, KAUFX, KAUIX | 45% | 1.46% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 2 | Federated Hermes Kaufmann Fund II | 44% | 1.56% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 3 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper diff. adviser | 22% | 0.79% | Allspring Funds Management, LLC |
| 4 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 22% | 1.15% | Allspring Funds Management, LLC |
| 5 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 22% | 0.60% | Lord, Abbett & Co. LLC |
| 6 | NVIT Allspring Discovery Fund cheaper diff. adviser | 22% | 0.83% | Nationwide Fund Advisors |
| 7 | Developing Growth Portfolio diff. adviser | 21% | 1.04% | Lord, Abbett & Co. LLC |
| 8 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 19% | 0.67% | AllianceBernstein L.P. |
| 9 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 19% | 0.85% | Carillon Tower Advisers, Inc. |
| 10 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 18% | 0.85% | Carillon Tower Advisers, Inc. |
| 11 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 18% | 0.88% | Putnam Investment Management, LLC |
| 12 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 18% | 0.76% | Putnam Investment Management, LLC |
| 13 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 18% | 0.78% | AllianceBernstein L.P. |
| 14 | AB Small Cap Growth Portfolio diff. adviser | 18% | 0.90% | AllianceBernstein L.P. |
| 15 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 18% | 0.62% | Lord, Abbett & Co. LLC |
| 16 | Penn Series SMID Cap Growth Fund diff. adviser | 18% | 1.04% | Penn Mutual Asset Management, LLC |
| 17 | Small-Cap Growth Portfolio cheaper diff. adviser | 18% | 0.64% | Pacific Life Fund Advisors LLC |
| 18 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 18% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 19 | Allspring VT Small Cap Growth Fund diff. adviser | 17% | 0.92% | Allspring Funds Management, LLC |
| 20 | Growth Opportunities Portfolio diff. adviser | 17% | 1.13% | Lord, Abbett & Co. LLC |
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