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 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 25% | 0.88% | Brighthouse Investment Advisers, LLC |
| 2 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper | 24% | 0.82% | Loomis, Sayles & Company, L.P. |
| 3 | Penn Series SMID Cap Growth Fund diff. adviser | 23% | 1.04% | Penn Mutual Asset Management, LLC |
| 4 | Goldman Sachs Small/Mid Cap Equity Fund · GMVAX, GMVCX, GSMVX, GMVIX, GMVRX, GMCUX, GSVPX diff. adviser | 22% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 5 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX diff. adviser | 22% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 6 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 22% | 0.82% | AMG Funds LLC |
| 7 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX cheaper diff. adviser | 22% | 0.50% | Mercer Investments LLC |
| 8 | Putnam VT Small Cap Growth Fund diff. adviser | 20% | 0.88% | Putnam Investment Management, LLC |
| 9 | Alger Small Cap Growth Portfolio · AASOX diff. adviser | 20% | 1.00% | Fred Alger Management, Inc. |
| 10 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 20% | 0.76% | Putnam Investment Management, LLC |
| 11 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX diff. adviser | 20% | 0.97% | American Beacon Advisors, Inc. |
| 12 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 19% | 0.94% | Thrivent Financial for Lutherans |
| 13 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 19% | 0.77% | RBC Global Asset Management (US) Inc. |
| 14 | ALGER SMALL CAP GROWTH FUND · ALSAX, ALSCX, AGSCX, ASCZX, ASCYX diff. adviser | 19% | 0.85% | Fred Alger Management, Inc. |
| 15 | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND · ALSRX, ASIRX, AISZX diff. adviser | 19% | 1.00% | Fred Alger Management, Inc. |
| 16 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 18% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 18% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 18% | 0.82% | Brighthouse Investment Advisers, LLC |
| 19 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX diff. adviser | 18% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 18% | 0.95% | First Trust Advisors L.P. |
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