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 | Small-Cap Growth Portfolio cheaper diff. adviser | 84% | 0.64% | Pacific Life Fund Advisors LLC |
| 2 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 56% | 0.85% | Columbia Management Investment Advisers, LLC |
| 3 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX | 48% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 4 | Penn Series SMID Cap Growth Fund diff. adviser | 43% | 1.04% | Penn Mutual Asset Management, LLC |
| 5 | Goldman Sachs Small Cap Equity ETF · GSC cheaper | 35% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 6 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 29% | 0.86% | Voya Investments, LLC |
| 7 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 28% | 0.78% | AllianceBernstein L.P. |
| 8 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 27% | 0.03% | Carillon Tower Advisers, Inc. |
| 9 | AB Small Cap Growth Portfolio diff. adviser | 26% | 0.90% | AllianceBernstein L.P. |
| 10 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 26% | 0.91% | Voya Investments, LLC |
| 11 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 25% | 0.88% | Putnam Investment Management, LLC |
| 12 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 25% | 0.56% | Mason Street Advisors, LLC |
| 13 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 25% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 14 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 25% | 0.65% | Hartford Funds Management Company, LLC |
| 15 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 25% | 0.76% | Putnam Investment Management, LLC |
| 16 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 25% | 0.88% | MML Investment Advisers, LLC |
| 17 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 25% | 0.90% | Hartford Funds Management Company, LLC |
| 18 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 24% | 0.68% | Jackson National Asset Management, LLC |
| 19 | NVIT Invesco Small Cap Growth Fund diff. adviser | 24% | 1.08% | Nationwide Fund Advisors |
| 20 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 24% | 0.95% | First Trust Advisors L.P. |
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