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 | Columbia Variable Portfolio - Acorn Fund · WUSAX | 100% | 0.91% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Variable Portfolio - Small Company Growth Fund | 23% | 0.87% | Columbia Management Investment Advisers, LLC |
| 3 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX diff. adviser | 23% | 0.79% | Allspring Funds Management, LLC |
| 4 | Allspring VT Discovery SMID Cap Growth Fund diff. adviser | 23% | 1.15% | Allspring Funds Management, LLC |
| 5 | NVIT Allspring Discovery Fund diff. adviser | 22% | 0.83% | Nationwide Fund Advisors |
| 6 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX diff. adviser | 22% | 0.78% | AllianceBernstein L.P. |
| 7 | NVIT Invesco Small Cap Growth Fund diff. adviser | 22% | 1.08% | Nationwide Fund Advisors |
| 8 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 22% | 0.60% | Lord, Abbett & Co. LLC |
| 9 | Invesco Discovery Fund cheaper diff. adviser | 22% | 0.65% | Invesco Advisers, Inc. |
| 10 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 22% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 11 | Developing Growth Portfolio diff. adviser | 21% | 1.04% | Lord, Abbett & Co. LLC |
| 12 | Allspring VT Small Cap Growth Fund diff. adviser | 21% | 0.92% | Allspring Funds Management, LLC |
| 13 | AB Small Cap Growth Portfolio diff. adviser | 21% | 0.90% | AllianceBernstein L.P. |
| 14 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX diff. adviser | 21% | 1.05% | Calamos Advisors LLC |
| 15 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 21% | 0.67% | AllianceBernstein L.P. |
| 16 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 21% | 0.95% | First Trust Advisors L.P. |
| 17 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 21% | 0.70% | Driehaus Capital Management LLC |
| 18 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX | 21% | 0.83% | — |
| 19 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX diff. adviser | 21% | 0.80% | Nuveen Fund Advisors, LLC |
| 20 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 20% | 0.83% | Transamerica Asset Management, Inc. |
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