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 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper | 55% | 0.67% | AMG Funds LLC |
| 2 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX | 36% | 0.90% | AMG Funds LLC |
| 3 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper | 34% | 0.82% | AMG Funds LLC |
| 4 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper | 28% | 0.82% | AMG Funds LLC |
| 5 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 25% | 0.82% | Loomis, Sayles & Company, L.P. |
| 6 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 25% | 0.88% | Brighthouse Investment Advisers, LLC |
| 7 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 23% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 8 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 19% | 0.95% | Hartford Funds Management Company, LLC |
| 9 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 18% | 0.88% | MML Investment Advisers, LLC |
| 10 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 18% | 0.85% | Columbia Management Investment Advisers, LLC |
| 11 | NVIT Invesco Small Cap Growth Fund diff. adviser | 18% | 1.08% | Nationwide Fund Advisors |
| 12 | Penn Series SMID Cap Growth Fund diff. adviser | 18% | 1.04% | Penn Mutual Asset Management, LLC |
| 13 | Invesco Small Cap Equity Fund · SMEAX, SMECX, SMERX, SMEIX, SMEYX, SMEFX cheaper diff. adviser | 18% | 0.81% | Invesco Advisers, Inc. |
| 14 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 18% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 15 | Invesco V.I. Small Cap Equity Fund diff. adviser | 18% | 0.95% | Invesco Advisers, Inc. |
| 16 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 18% | 0.88% | Putnam Investment Management, LLC |
| 17 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 17% | 0.82% | Nuveen Fund Advisors, LLC |
| 18 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 17% | 0.76% | Putnam Investment Management, LLC |
| 19 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX diff. adviser | 17% | 0.97% | American Beacon Advisors, Inc. |
| 20 | Nomura Small Cap Core Fund · DCCAX, DCCCX, DCCRX, DCCIX, DCZRX cheaper diff. adviser | 17% | 0.69% | Macquarie Investment Management Business Trust |
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