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 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper | 83% | 0.86% | Voya Investments, LLC |
| 2 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 31% | 0.87% | Columbia Management Investment Advisers, LLC |
| 3 | NVIT Invesco Small Cap Growth Fund diff. adviser | 30% | 1.08% | Nationwide Fund Advisors |
| 4 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 29% | 0.85% | Columbia Management Investment Advisers, LLC |
| 5 | Small-Cap Growth Portfolio cheaper diff. adviser | 29% | 0.64% | Pacific Life Fund Advisors LLC |
| 6 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 27% | 0.78% | AllianceBernstein L.P. |
| 7 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX diff. adviser | 27% | 0.97% | Hood River Capital Management LLC |
| 8 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 27% | 0.81% | Nuveen Fund Advisors, LLC |
| 9 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 27% | 0.95% | First Trust Advisors L.P. |
| 10 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 26% | 0.88% | MML Investment Advisers, LLC |
| 11 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 26% | 0.03% | Carillon Tower Advisers, Inc. |
| 12 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 26% | 0.83% | — |
| 13 | Developing Growth Portfolio diff. adviser | 26% | 1.04% | Lord, Abbett & Co. LLC |
| 14 | Allspring VT Small Cap Growth Fund diff. adviser | 26% | 0.92% | Allspring Funds Management, LLC |
| 15 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 26% | 0.70% | Driehaus Capital Management LLC |
| 16 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 26% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 17 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 26% | 0.80% | SunAmerica Asset Management, LLC |
| 18 | AB Small Cap Growth Portfolio cheaper diff. adviser | 26% | 0.90% | AllianceBernstein L.P. |
| 19 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 26% | 0.56% | Mason Street Advisors, LLC |
| 20 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 25% | 0.65% | Hartford Funds Management Company, LLC |
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