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 | 55% | 0.80% | Nuveen Fund Advisors, LLC |
| 2 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX | 54% | 0.82% | Nuveen Fund Advisors, LLC |
| 3 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 34% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 4 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 31% | 1.06% | Victory Capital Management Inc. |
| 5 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 29% | 0.86% | Voya Investments, LLC |
| 6 | Emerald Growth Fund cheaper diff. adviser | 28% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 7 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 28% | 0.83% | — |
| 8 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX diff. adviser | 27% | 0.87% | Principal Global Investors, LLC |
| 9 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 27% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 10 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 27% | 0.91% | Voya Investments, LLC |
| 11 | Putnam VT Small Cap Growth Fund diff. adviser | 26% | 0.88% | Putnam Investment Management, LLC |
| 12 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 25% | 0.76% | Putnam Investment Management, LLC |
| 13 | Deepwater Beachfront Small Cap ETF · DBSC | 25% | 0.85% | — |
| 14 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 25% | 0.03% | Carillon Tower Advisers, Inc. |
| 15 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 24% | 0.05% | The Vanguard Group, Inc. |
| 16 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 24% | 0.80% | Allspring Funds Management, LLC |
| 17 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 24% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 18 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 24% | 0.85% | Columbia Management Investment Advisers, LLC |
| 19 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 24% | 0.78% | AllianceBernstein L.P. |
| 20 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 23% | 0.65% | Hartford Funds Management Company, LLC |
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