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 Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX | 43% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 2 | Penn Series Small Cap Value Fund diff. adviser | 42% | 0.98% | Penn Mutual Asset Management, LLC |
| 3 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX | 35% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 4 | Small-Cap Growth Portfolio cheaper diff. adviser | 30% | 0.64% | Pacific Life Fund Advisors LLC |
| 5 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 28% | 0.85% | Columbia Management Investment Advisers, LLC |
| 6 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX diff. adviser | 25% | 0.82% | Nuveen Fund Advisors, LLC |
| 7 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 22% | 0.86% | Voya Investments, LLC |
| 8 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX | 22% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 9 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 21% | 0.82% | Loomis, Sayles & Company, L.P. |
| 10 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper diff. adviser | 21% | 0.69% | Macquarie Investment Management Business Trust |
| 11 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 21% | 0.88% | Brighthouse Investment Advisers, LLC |
| 12 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 21% | 0.86% | Allspring Funds Management, LLC |
| 13 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND · VIOG cheaper diff. adviser | 21% | 0.08% | The Vanguard Group, Inc. |
| 14 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX diff. adviser | 21% | 0.81% | Nuveen Fund Advisors, LLC |
| 15 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 20% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 16 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX | 20% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 17 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX diff. adviser | 20% | 0.80% | Nuveen Fund Advisors, LLC |
| 18 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX diff. adviser | 20% | 0.77% | Virtus Investment Advisers, LLC |
| 19 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 20% | 0.91% | Voya Investments, LLC |
| 20 | AB Small Cap Growth Portfolio diff. adviser | 19% | 0.90% | AllianceBernstein L.P. |
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