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 diff. adviser | 92% | 0.80% | Hartford Funds Management Company, LLC |
| 2 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX cheaper diff. adviser | 75% | 0.89% | Hartford Funds Management Company, LLC |
| 3 | MML Small Cap Growth Equity Fund diff. adviser | 59% | 1.08% | MML Investment Advisers, LLC |
| 4 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 42% | 0.88% | MML Investment Advisers, LLC |
| 5 | NYLI VP Wellington Small Cap Portfolio cheaper diff. adviser | 32% | 0.75% | New York Life Investment Management LLC |
| 6 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 29% | 0.56% | Mason Street Advisors, LLC |
| 7 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 29% | 0.65% | Hartford Funds Management Company, LLC |
| 8 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX cheaper diff. adviser | 28% | 0.90% | Hartford Funds Management Company, LLC |
| 9 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX cheaper diff. adviser | 24% | 1.06% | Victory Capital Management Inc. |
| 10 | 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. |
| 11 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 22% | 0.49% | — |
| 12 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 21% | 0.87% | Principal Global Investors, LLC |
| 13 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 21% | 0.82% | Loomis, Sayles & Company, L.P. |
| 14 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 21% | 0.86% | Voya Investments, LLC |
| 15 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 21% | 0.88% | Brighthouse Investment Advisers, LLC |
| 16 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 21% | 0.03% | Carillon Tower Advisers, Inc. |
| 17 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 21% | 0.91% | Voya Investments, LLC |
| 18 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 20% | 0.61% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper diff. adviser | 20% | 0.80% | Fidelity Management & Research Company LLC |
| 20 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 20% | 0.83% | Transamerica Asset Management, Inc. |
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