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 Core Fund · GWETX, GWEIX, GWEZX | 55% | 0.90% | AMG Funds LLC |
| 2 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX | 46% | 0.82% | AMG Funds LLC |
| 3 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX | 33% | 0.82% | AMG Funds LLC |
| 4 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX | 24% | 0.90% | AMG Funds LLC |
| 5 | MOA SMALL CAP GROWTH FUND diff. adviser | 22% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 6 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 22% | 0.82% | Loomis, Sayles & Company, L.P. |
| 7 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 22% | 0.88% | Brighthouse Investment Advisers, LLC |
| 8 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 21% | 0.95% | Hartford Funds Management Company, LLC |
| 9 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 21% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 10 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX diff. adviser | 20% | 0.97% | American Beacon Advisors, Inc. |
| 11 | Penn Series SMID Cap Growth Fund diff. adviser | 19% | 1.04% | Penn Mutual Asset Management, LLC |
| 12 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX diff. adviser | 18% | 0.76% | Macquarie Investment Management Business Trust |
| 13 | SFT Macquarie Small Cap Growth Fund diff. adviser | 18% | 1.31% | Securian Asset Management, Inc. |
| 14 | M3Sixty Small Cap Growth Fund · MCSCX diff. adviser | 18% | 0.99% | M3Sixty Capital, LLC |
| 15 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 18% | 0.95% | First Trust Advisors L.P. |
| 16 | Nomura VIP Small Cap Growth Series diff. adviser | 18% | 0.89% | Macquarie Investment Management Business Trust |
| 17 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 18% | 0.83% | — |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 18% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX diff. adviser | 18% | 0.74% | Columbia Management Investment Advisers, LLC |
| 20 | Columbia Variable Portfolio - Acorn Fund · WUSAX diff. adviser | 18% | 0.91% | Columbia Management Investment Advisers, LLC |
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