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 | Oberweis Small-Cap Opportunities Fund · OBSOX, OBSIX | 29% | 1.00% | Oberweis Asset Management, Inc. |
| 2 | AB Small Cap Growth Portfolio cheaper | 26% | 0.90% | AllianceBernstein L.P. |
| 3 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper | 24% | 0.78% | AllianceBernstein L.P. |
| 4 | NVIT Invesco Small Cap Growth Fund | 22% | 1.08% | Nationwide Fund Advisors |
| 5 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX | 21% | 1.06% | Victory Capital Management Inc. |
| 6 | Invesco Discovery Fund cheaper | 21% | 0.65% | Invesco Advisers, Inc. |
| 7 | LISANTI SMALL CAP GROWTH FUND · ASCGX | 21% | 2.48% | Lisanti Capital Growth, LLC |
| 8 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper | 20% | 0.60% | Lord, Abbett & Co. LLC |
| 9 | AVIP AB Small Cap Portfolio cheaper | 20% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 10 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper | 20% | 0.03% | Carillon Tower Advisers, Inc. |
| 11 | Emerald Growth Fund cheaper | 20% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 12 | Allspring VT Small Cap Growth Fund cheaper | 20% | 0.92% | Allspring Funds Management, LLC |
| 13 | Calamos Timpani Small Cap Growth Fund · CTSIX, CTSOX, CTASX | 19% | 0.95% | Calamos Advisors LLC |
| 14 | Berkshire Focus Fund · BFOCX | 19% | 1.96% | BERKSHIRE CAPITAL HOLDINGS, INC. |
| 15 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper | 19% | 0.87% | Principal Global Investors, LLC |
| 16 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper | 19% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 17 | Developing Growth Portfolio | 19% | 1.04% | Lord, Abbett & Co. LLC |
| 18 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX | 19% | 1.05% | Calamos Advisors LLC |
| 19 | Small-Cap Growth Portfolio cheaper | 18% | 0.64% | Pacific Life Fund Advisors LLC |
| 20 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper | 18% | 0.86% | Voya Investments, LLC |
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