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 Stock Trust · JAGPX, JESGX, JAGQX diff. adviser | 92% | 1.07% | John Hancock Variable Trust Advisers LLC |
| 2 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX | 81% | 0.89% | Hartford Funds Management Company, LLC |
| 3 | MML Small Cap Growth Equity Fund diff. adviser | 64% | 1.08% | MML Investment Advisers, LLC |
| 4 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 46% | 0.88% | MML Investment Advisers, LLC |
| 5 | NYLI VP Wellington Small Cap Portfolio cheaper diff. adviser | 33% | 0.75% | New York Life Investment Management LLC |
| 6 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 33% | 0.56% | Mason Street Advisors, LLC |
| 7 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper | 33% | 0.65% | Hartford Funds Management Company, LLC |
| 8 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX | 31% | 0.90% | Hartford Funds Management Company, LLC |
| 9 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 27% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 10 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 23% | 0.83% | Transamerica Asset Management, Inc. |
| 11 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 23% | 0.86% | Voya Investments, LLC |
| 12 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX diff. adviser | 23% | 0.80% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 23% | 0.61% | Fidelity Management & Research Company LLC |
| 14 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 23% | 0.03% | Carillon Tower Advisers, Inc. |
| 15 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 22% | 0.65% | T. Rowe Price Associates, Inc. |
| 16 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 22% | 1.06% | Victory Capital Management Inc. |
| 17 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 22% | 0.91% | Voya Investments, LLC |
| 18 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 22% | 0.51% | Brighthouse Investment Advisers, LLC |
| 19 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 22% | 0.82% | Loomis, Sayles & Company, L.P. |
| 20 | Developing Growth Portfolio diff. adviser | 21% | 1.04% | Lord, Abbett & Co. LLC |
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