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 | Nomura VIP Small Cap Growth Series | 98% | 0.89% | Macquarie Investment Management Business Trust |
| 2 | SFT Macquarie Small Cap Growth Fund diff. adviser | 98% | 1.31% | Securian Asset Management, Inc. |
| 3 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 29% | 0.82% | Loomis, Sayles & Company, L.P. |
| 4 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 29% | 0.88% | Brighthouse Investment Advisers, LLC |
| 5 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 26% | 0.86% | Allspring Funds Management, LLC |
| 6 | Empower Small Cap Growth Fund · MXMTX, MXMSX diff. adviser | 25% | 0.84% | Empower Capital Management, LLC |
| 7 | Putnam VT Small Cap Growth Fund diff. adviser | 25% | 0.88% | Putnam Investment Management, LLC |
| 8 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 25% | 0.76% | Putnam Investment Management, LLC |
| 9 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX | 24% | 1.19% | Macquarie Investment Management Business Trust |
| 10 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 23% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 11 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX diff. adviser | 23% | 0.81% | Nuveen Fund Advisors, LLC |
| 12 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 22% | 0.56% | Mason Street Advisors, LLC |
| 13 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 22% | 0.65% | Hartford Funds Management Company, LLC |
| 14 | Invesco Discovery Fund cheaper diff. adviser | 22% | 0.65% | Invesco Advisers, Inc. |
| 15 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 22% | 0.95% | First Trust Advisors L.P. |
| 16 | NVIT Invesco Small Cap Growth Fund diff. adviser | 22% | 1.08% | Nationwide Fund Advisors |
| 17 | Oberweis Small-Cap Opportunities Fund · OBSOX, OBSIX diff. adviser | 21% | 1.00% | Oberweis Asset Management, Inc. |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 21% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | Emerald Growth Fund diff. adviser | 21% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 20 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 21% | 0.83% | — |
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