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 | 41% | 0.61% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX | 41% | 0.80% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Small Cap Stock K6 Fund · FKICX | 40% | 0.60% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Small Cap Fund · FSCDX, FSCEX, FSCTX, FSCIX, FZAOX | 39% | 0.83% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Series Small Cap Opportunities Fund · FSOPX | 39% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX | 38% | 0.73% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Small Cap Stock Fund · FSLCX | 38% | 0.87% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Small Cap Discovery Fund · FSCRX | 30% | 0.91% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Series Small Cap Discovery Fund · FJACX | 30% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Small Cap Growth Index Fund · FECGX | 29% | 0.05% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Fundamental Small-Mid Cap ETF · FFSM | 29% | 0.43% | Fidelity Management & Research Company LLC |
| 12 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 27% | 0.88% | MML Investment Advisers, LLC |
| 13 | Fidelity Small Cap Index Fund · FSSNX | 26% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 24% | 0.83% | Transamerica Asset Management, Inc. |
| 15 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX diff. adviser | 24% | 0.65% | T. Rowe Price Associates, Inc. |
| 16 | Fidelity Small Cap Value Fund · FCPVX, FCVAX, FCVCX, FCVTX, FCVIX, FIKNX | 24% | 0.84% | Fidelity Management & Research Company LLC |
| 17 | T.Rowe Price Small Cap Growth Portfolio diff. adviser | 24% | 0.51% | Brighthouse Investment Advisers, LLC |
| 18 | Small Cap Growth Stock Portfolio diff. adviser | 24% | 0.56% | Mason Street Advisors, LLC |
| 19 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX diff. adviser | 23% | 0.65% | Hartford Funds Management Company, LLC |
| 20 | PD Small-Cap Growth Index Portfolio diff. adviser | 23% | 0.24% | Pacific Life Fund Advisors LLC |
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