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 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 17% | 0.82% | Nuveen Fund Advisors, LLC |
| 2 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 16% | 0.81% | Nuveen Fund Advisors, LLC |
| 3 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 15% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 4 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 15% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 5 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 14% | 0.80% | Nuveen Fund Advisors, LLC |
| 6 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 14% | 0.83% | — |
| 7 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 13% | 0.99% | — |
| 8 | First Trust Mid Cap Growth AlphaDEX Fund · FNY cheaper diff. adviser | 13% | 0.73% | First Trust Advisors L.P. |
| 9 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 13% | 0.56% | Mason Street Advisors, LLC |
| 10 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 13% | 0.87% | Columbia Management Investment Advisers, LLC |
| 11 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 13% | 0.65% | Hartford Funds Management Company, LLC |
| 12 | Goldman Sachs Small Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX diff. adviser | 13% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 13 | Fidelity Stock Selector Small Cap Fund · FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX cheaper diff. adviser | 13% | 0.73% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Series Small Cap Opportunities Fund · FSOPX cheaper diff. adviser | 13% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Small Cap Discovery Fund · FSCRX diff. adviser | 13% | 0.91% | Fidelity Management & Research Company LLC |
| 16 | Fidelity Series Small Cap Discovery Fund · FJACX cheaper diff. adviser | 13% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | AB Small Cap Growth Portfolio diff. adviser | 13% | 0.90% | AllianceBernstein L.P. |
| 18 | Franklin Small Cap Enhanced ETF cheaper | 12% | 0.45% | — |
| 19 | Fidelity Series Small Cap Core Fund · FSSLX cheaper diff. adviser | 12% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH · FTXNX, FTXSX, FTXFX, FTXAX, FTXCX | 12% | 0.93% | — |
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