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 | Developing Growth Portfolio | 84% | 1.04% | Lord, Abbett & Co. LLC |
| 2 | NVIT Invesco Small Cap Growth Fund diff. adviser | 38% | 1.08% | Nationwide Fund Advisors |
| 3 | Putnam VT Small Cap Growth Fund diff. adviser | 34% | 0.88% | Putnam Investment Management, LLC |
| 4 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 33% | 0.76% | Putnam Investment Management, LLC |
| 5 | Invesco Small Cap Growth Portfolio diff. adviser | 33% | 0.82% | Brighthouse Investment Advisers, LLC |
| 6 | Growth Opportunities Portfolio | 33% | 1.13% | Lord, Abbett & Co. LLC |
| 7 | JNL/Invesco Small Cap Growth Fund diff. adviser | 33% | 0.74% | Jackson National Asset Management, LLC |
| 8 | Lord Abbett Micro-Cap Growth Fund · LAMGX, LMIYX, LCMGX, LFMGX | 33% | 1.04% | Lord, Abbett & Co. LLC |
| 9 | Invesco Discovery Fund diff. adviser | 32% | 0.65% | Invesco Advisers, Inc. |
| 10 | AB Small Cap Growth Portfolio diff. adviser | 31% | 0.90% | AllianceBernstein L.P. |
| 11 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX | 31% | 0.62% | Lord, Abbett & Co. LLC |
| 12 | SA Invesco Growth Opportunities Portfolio diff. adviser | 31% | 0.80% | SunAmerica Asset Management, LLC |
| 13 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 30% | 2.48% | Lisanti Capital Growth, LLC |
| 14 | Allspring VT Small Cap Growth Fund diff. adviser | 29% | 0.92% | Allspring Funds Management, LLC |
| 15 | Columbia Variable Portfolio - Small Company Growth Fund diff. adviser | 29% | 0.87% | Columbia Management Investment Advisers, LLC |
| 16 | Small Company Growth Portfolio · DTSGX, WSMGX diff. adviser | 29% | 1.10% | Wilshire Advisors LLC |
| 17 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 29% | 0.85% | Columbia Management Investment Advisers, LLC |
| 18 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX diff. adviser | 28% | 0.85% | Carillon Tower Advisers, Inc. |
| 19 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX diff. adviser | 28% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX diff. adviser | 28% | 0.70% | Driehaus Capital Management LLC |
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