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 New Opportunities Fund · HRNOX, HRNIX, HRNRX cheaper | 72% | 0.85% | Hood River Capital Management LLC |
| 2 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 27% | 0.91% | Voya Investments, LLC |
| 3 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 27% | 0.80% | Innovator Capital Management, LLC |
| 4 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 26% | 0.86% | Voya Investments, LLC |
| 5 | Developing Growth Portfolio diff. adviser | 26% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 25% | 0.60% | Lord, Abbett & Co. LLC |
| 7 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 25% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 8 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 24% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 24% | 0.70% | Driehaus Capital Management LLC |
| 10 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 23% | 0.06% | Tidal Investments LLC |
| 11 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 22% | 0.56% | Mason Street Advisors, LLC |
| 12 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 22% | 0.80% | Nuveen Fund Advisors, LLC |
| 13 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 22% | 0.65% | Hartford Funds Management Company, LLC |
| 14 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 22% | 0.59% | Pacer Advisors, Inc. |
| 15 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX cheaper diff. adviser | 21% | 0.90% | Hartford Funds Management Company, LLC |
| 16 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 21% | 0.95% | First Trust Advisors L.P. |
| 17 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 21% | 0.88% | Putnam Investment Management, LLC |
| 18 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 21% | 0.80% | Driehaus Capital Management LLC |
| 19 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 20% | 0.76% | Putnam Investment Management, LLC |
| 20 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 20% | 0.81% | Nuveen Fund Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.