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 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 22% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 2 | Penn Series SMID Cap Growth Fund diff. adviser | 22% | 1.04% | Penn Mutual Asset Management, LLC |
| 3 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX | 21% | 0.83% | — |
| 4 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 21% | 0.85% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Variable Portfolio - Small Company Growth Fund diff. adviser | 21% | 0.87% | Columbia Management Investment Advisers, LLC |
| 6 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX diff. adviser | 20% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 20% | 0.97% | AMG Funds LLC |
| 8 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX diff. adviser | 20% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Small-Cap Growth Portfolio cheaper diff. adviser | 20% | 0.64% | Pacific Life Fund Advisors LLC |
| 10 | Small Cap Growth Fund · VVSGX diff. adviser | 19% | 0.88% | The Variable Annuity Life Insurance Company |
| 11 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX diff. adviser | 19% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 12 | BNY Mellon Small Cap Multi-Strategy Fund · MPSSX, MISCX diff. adviser | 19% | 1.09% | BNY Mellon Investment Adviser, Inc. |
| 13 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX diff. adviser | 18% | 0.80% | Allspring Funds Management, LLC |
| 14 | Developing Growth Portfolio diff. adviser | 18% | 1.04% | Lord, Abbett & Co. LLC |
| 15 | THRIVENT SMALL CAP GROWTH FUND · TSCGX diff. adviser | 18% | 0.95% | Thrivent Asset Management, LLC |
| 16 | Allspring VT Small Cap Growth Fund diff. adviser | 18% | 0.92% | Allspring Funds Management, LLC |
| 17 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 18% | 0.86% | Voya Investments, LLC |
| 18 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX diff. adviser | 18% | 0.80% | Nuveen Fund Advisors, LLC |
| 19 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX diff. adviser | 18% | 0.78% | AllianceBernstein L.P. |
| 20 | Small Cap Growth Fund · ANONX, ANOIX, ANOAX, ANOCX, ANORX, ANODX, ANOGX, ANOYX, ANOHX cheaper diff. adviser | 17% | 0.00% | American Century Investment Management, Inc. |
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