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 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX | 72% | 0.97% | Hood River Capital Management LLC |
| 2 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 25% | 0.80% | Innovator Capital Management, LLC |
| 3 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 24% | 0.06% | Tidal Investments LLC |
| 4 | Developing Growth Portfolio diff. adviser | 24% | 1.04% | Lord, Abbett & Co. LLC |
| 5 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 23% | 0.60% | Lord, Abbett & Co. LLC |
| 6 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 22% | 0.67% | AllianceBernstein L.P. |
| 7 | Columbia Variable Portfolio - Small Company Growth Fund diff. adviser | 21% | 0.87% | Columbia Management Investment Advisers, LLC |
| 8 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 21% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 9 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 21% | 0.80% | Nuveen Fund Advisors, LLC |
| 10 | EQ/AB Small Cap Growth Portfolio cheaper diff. adviser | 20% | 0.67% | Equitable Investment Management Group, LLC |
| 11 | Growth Opportunities Portfolio diff. adviser | 20% | 1.13% | Lord, Abbett & Co. LLC |
| 12 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 20% | 0.91% | Voya Investments, LLC |
| 13 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 20% | 0.86% | Voya Investments, LLC |
| 14 | Putnam VT Small Cap Growth Fund diff. adviser | 20% | 0.88% | Putnam Investment Management, LLC |
| 15 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 20% | 0.59% | Pacer Advisors, Inc. |
| 16 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 20% | 0.80% | Driehaus Capital Management LLC |
| 17 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX diff. adviser | 19% | 1.05% | Calamos Advisors LLC |
| 18 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX cheaper diff. adviser | 19% | 0.62% | Lord, Abbett & Co. LLC |
| 19 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 19% | 0.76% | Putnam Investment Management, LLC |
| 20 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX cheaper diff. adviser | 19% | 0.74% | Columbia Management Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.