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 | 1290 VT Micro Cap Portfolio cheaper diff. adviser | 51% | 0.90% | Equitable Investment Management Group, LLC |
| 2 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper | 33% | 0.60% | Lord, Abbett & Co. LLC |
| 3 | Small Company Growth Portfolio · DTSGX, WSMGX diff. adviser | 31% | 1.10% | Wilshire Advisors LLC |
| 4 | Developing Growth Portfolio | 30% | 1.04% | Lord, Abbett & Co. LLC |
| 5 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 24% | 1.37% | Driehaus Capital Management LLC |
| 6 | Lord Abbett Health Care Fund · LHCAX, LHCCX, LHCFX, LHCOX, LHCIX, LHCQX, LHCSX, LHCVX, LHCTX cheaper | 21% | 0.68% | Lord, Abbett & Co. LLC |
| 7 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 20% | 0.84% | Empower Capital Management, LLC |
| 8 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 19% | 0.82% | Loomis, Sayles & Company, L.P. |
| 9 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 19% | 0.88% | Brighthouse Investment Advisers, LLC |
| 10 | SFT Macquarie Small Cap Growth Fund diff. adviser | 17% | 1.31% | Securian Asset Management, Inc. |
| 11 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 17% | 0.76% | Macquarie Investment Management Business Trust |
| 12 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 17% | 0.89% | Macquarie Investment Management Business Trust |
| 13 | Emerald Growth Fund cheaper diff. adviser | 16% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 14 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX diff. adviser | 15% | 1.15% | RiverPark Advisors, LLC |
| 15 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX cheaper diff. adviser | 15% | 1.00% | Polen Capital Management, L.L.C. |
| 16 | Oberweis Micro-Cap Fund · OBMCX, OMCIX diff. adviser | 13% | 1.22% | Oberweis Asset Management, Inc. |
| 17 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 13% | 1.64% | Security Investors, LLC |
| 18 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 13% | 1.55% | Security Investors, LLC |
| 19 | Wasatch Micro Cap Fund · WMICX, WGICX diff. adviser | 13% | 1.59% | Wasatch Advisors LP |
| 20 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 13% | 0.92% | Allspring Funds Management, LLC |
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