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 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 31% | 0.99% | — |
| 2 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper | 28% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 3 | Putnam VT Small Cap Growth Fund | 28% | 0.88% | Putnam Investment Management, LLC |
| 4 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper | 28% | 0.76% | Putnam Investment Management, LLC |
| 5 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper | 28% | 0.81% | Nuveen Fund Advisors, LLC |
| 6 | Invesco Discovery Fund cheaper | 26% | 0.65% | Invesco Advisers, Inc. |
| 7 | Allspring VT Small Cap Growth Fund | 25% | 0.92% | Allspring Funds Management, LLC |
| 8 | Emerald Growth Fund cheaper | 24% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 9 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper | 23% | 0.75% | Invesco Advisers, Inc. |
| 10 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX | 23% | 1.06% | Victory Capital Management Inc. |
| 11 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper | 23% | 0.82% | Loomis, Sayles & Company, L.P. |
| 12 | WCM Small Cap Growth Fund · WCMLX, WCMNX | 22% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 13 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper | 22% | 0.80% | Nuveen Fund Advisors, LLC |
| 14 | Loomis Sayles Small Cap Growth Portfolio | 22% | 0.88% | Brighthouse Investment Advisers, LLC |
| 15 | Small Cap Growth Stock Portfolio cheaper | 22% | 0.56% | Mason Street Advisors, LLC |
| 16 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper | 22% | 0.65% | Hartford Funds Management Company, LLC |
| 17 | NVIT Invesco Small Cap Growth Fund | 22% | 1.08% | Nationwide Fund Advisors |
| 18 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX | 22% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 19 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper | 21% | 0.80% | Allspring Funds Management, LLC |
| 20 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX | 21% | 1.06% | Victory Capital Management Inc. |
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