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 | Multi-Manager U.S. Small Cap Equity Fund · MMSMX diff. adviser | 32% | 0.80% | Goldman Sachs Asset Management, L.P. |
| 2 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 31% | 1.06% | Victory Capital Management Inc. |
| 3 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 28% | 1.06% | Victory Capital Management Inc. |
| 4 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 25% | 0.67% | AllianceBernstein L.P. |
| 5 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX diff. adviser | 25% | 0.80% | Allspring Funds Management, LLC |
| 6 | Developing Growth Portfolio diff. adviser | 25% | 1.04% | Lord, Abbett & Co. LLC |
| 7 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 25% | 0.78% | AllianceBernstein L.P. |
| 8 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 24% | 0.85% | Columbia Management Investment Advisers, LLC |
| 9 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 24% | 0.60% | Lord, Abbett & Co. LLC |
| 10 | Putnam VT Small Cap Growth Fund diff. adviser | 24% | 0.88% | Putnam Investment Management, LLC |
| 11 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 23% | 0.76% | Putnam Investment Management, LLC |
| 12 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 23% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 13 | Allspring VT Small Cap Growth Fund diff. adviser | 23% | 0.92% | Allspring Funds Management, LLC |
| 14 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM cheaper diff. adviser | 22% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 15 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 22% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 16 | AB Small Cap Growth Portfolio diff. adviser | 22% | 0.90% | AllianceBernstein L.P. |
| 17 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX diff. adviser | 21% | 0.89% | Hartford Funds Management Company, LLC |
| 18 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 21% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 19 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 21% | 0.90% | Hartford Funds Management Company, LLC |
| 20 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 21% | 0.74% | Jackson National Asset Management, LLC |
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