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 | Penn Series Small Cap Growth Fund | 78% | 0.99% | Penn Mutual Asset Management, LLC |
| 2 | Janus Henderson Triton Fund · JATTX, JGMAX, JGMCX, JSMGX, JGMRX, JGMIX, JANIX, JGMNX | 68% | 0.67% | — |
| 3 | Janus Henderson Enterprise Portfolio · JAAGX | 20% | 0.72% | Janus Henderson Investors US LLC |
| 4 | Janus Henderson Enterprise Fund · JAENX, JDMAX, JGRCX, JMGRX, JDMRX, JGRTX, JANEX, JDMNX cheaper | 20% | 0.66% | — |
| 5 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX | 19% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 6 | NYLI VP Small Cap Growth Portfolio | 19% | 0.85% | New York Life Investment Management LLC |
| 7 | Variable Portfolio - Partners Small Cap Growth Fund | 18% | 0.85% | Columbia Management Investment Advisers, LLC |
| 8 | EQ/Janus Enterprise Portfolio | 17% | 0.80% | Equitable Investment Management Group, LLC |
| 9 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX | 17% | 0.75% | Invesco Advisers, Inc. |
| 10 | Guardian Mid Cap Traditional Growth VIP Fund | 17% | 1.08% | Park Avenue Institutional Advisers LLC |
| 11 | Janus Henderson Global Life Sciences Fund · JAGLX, JFNAX, JFNCX, JFNIX, JFNSX, JNGLX, JFNNX | 17% | 0.68% | — |
| 12 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX | 17% | 0.87% | Principal Global Investors, LLC |
| 13 | Transamerica Janus Mid-Cap Growth VP | 17% | 0.82% | Transamerica Asset Management, Inc. |
| 14 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 16% | 0.49% | — |
| 15 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX | 16% | 0.70% | Driehaus Capital Management LLC |
| 16 | JNL Multi-Manager Small Cap Growth Fund | 16% | 0.68% | Jackson National Asset Management, LLC |
| 17 | Small Cap Growth Fund · ANONX, ANOIX, ANOAX, ANOCX, ANORX, ANODX, ANOGX, ANOYX, ANOHX cheaper | 16% | 0.00% | American Century Investment Management, Inc. |
| 18 | JNL/Invesco Small Cap Growth Fund | 16% | 0.74% | Jackson National Asset Management, LLC |
| 19 | Invesco Small Cap Growth Portfolio | 16% | 0.82% | Brighthouse Investment Advisers, LLC |
| 20 | Penn Series SMID Cap Growth Fund | 16% | 1.04% | Penn Mutual Asset Management, LLC |
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