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 | HARTFORD SMALL COMPANY HLS FUND · HIASX, HDMBX cheaper | 81% | 0.80% | Hartford Funds Management Company, LLC |
| 2 | Small Cap Stock Trust · JAGPX, JESGX, JAGQX diff. adviser | 75% | 1.07% | John Hancock Variable Trust Advisers LLC |
| 3 | MML Small Cap Growth Equity Fund diff. adviser | 57% | 1.08% | MML Investment Advisers, LLC |
| 4 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 43% | 0.88% | MML Investment Advisers, LLC |
| 5 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper | 32% | 0.65% | Hartford Funds Management Company, LLC |
| 6 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX | 32% | 0.90% | Hartford Funds Management Company, LLC |
| 7 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 31% | 0.56% | Mason Street Advisors, LLC |
| 8 | NYLI VP Wellington Small Cap Portfolio cheaper diff. adviser | 31% | 0.75% | New York Life Investment Management LLC |
| 9 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 24% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 10 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 22% | 0.03% | Carillon Tower Advisers, Inc. |
| 11 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 22% | 0.86% | Voya Investments, LLC |
| 12 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 22% | 0.85% | — |
| 13 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 22% | 0.78% | AllianceBernstein L.P. |
| 14 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 21% | 0.80% | Harbor Capital Advisors, Inc. |
| 15 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 21% | 0.61% | Fidelity Management & Research Company LLC |
| 16 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 21% | 0.83% | Transamerica Asset Management, Inc. |
| 17 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 21% | 1.06% | Victory Capital Management Inc. |
| 18 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper diff. adviser | 21% | 0.80% | Fidelity Management & Research Company LLC |
| 19 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 21% | 0.65% | T. Rowe Price Associates, Inc. |
| 20 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 20% | 0.82% | Loomis, Sayles & Company, L.P. |
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