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 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 29% | 0.85% | Columbia Management Investment Advisers, LLC |
| 2 | Putnam VT Small Cap Growth Fund diff. adviser | 28% | 0.88% | Putnam Investment Management, LLC |
| 3 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 27% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 4 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 27% | 0.76% | Putnam Investment Management, LLC |
| 5 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX diff. adviser | 27% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 6 | Small Cap Growth Stock Portfolio diff. adviser | 27% | 0.56% | Mason Street Advisors, LLC |
| 7 | NVIT Invesco Small Cap Growth Fund diff. adviser | 27% | 1.08% | Nationwide Fund Advisors |
| 8 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 27% | 0.90% | Hartford Funds Management Company, LLC |
| 9 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX diff. adviser | 27% | 0.65% | Hartford Funds Management Company, LLC |
| 10 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 26% | 0.83% | Transamerica Asset Management, Inc. |
| 11 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX diff. adviser | 26% | 0.65% | T. Rowe Price Associates, Inc. |
| 12 | Invesco Discovery Fund diff. adviser | 26% | 0.65% | Invesco Advisers, Inc. |
| 13 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 26% | 0.91% | Voya Investments, LLC |
| 14 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 26% | 0.86% | Voya Investments, LLC |
| 15 | T.Rowe Price Small Cap Growth Portfolio diff. adviser | 26% | 0.51% | Brighthouse Investment Advisers, LLC |
| 16 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX diff. adviser | 25% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 17 | Small-Cap Growth Portfolio diff. adviser | 25% | 0.64% | Pacific Life Fund Advisors LLC |
| 18 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX diff. adviser | 25% | 0.78% | AllianceBernstein L.P. |
| 19 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 25% | 0.88% | MML Investment Advisers, LLC |
| 20 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX diff. adviser | 25% | 0.81% | Nuveen Fund Advisors, LLC |
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