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 | 98% | 0.88% | Brighthouse Investment Advisers, LLC |
| 2 | Loomis Sayles Small Cap Core Portfolio diff. adviser | 31% | 0.90% | Brighthouse Investment Advisers, LLC |
| 3 | SFT Macquarie Small Cap Growth Fund diff. adviser | 30% | 1.31% | Securian Asset Management, Inc. |
| 4 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 30% | 0.85% | Columbia Management Investment Advisers, LLC |
| 5 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 29% | 0.76% | Macquarie Investment Management Business Trust |
| 6 | Nomura VIP Small Cap Growth Series diff. adviser | 29% | 0.89% | Macquarie Investment Management Business Trust |
| 7 | Allspring VT Small Cap Growth Fund diff. adviser | 29% | 0.92% | Allspring Funds Management, LLC |
| 8 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 28% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 9 | NVIT Invesco Small Cap Growth Fund diff. adviser | 28% | 1.08% | Nationwide Fund Advisors |
| 10 | MOA SMALL CAP GROWTH FUND diff. adviser | 27% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 11 | Empower Small Cap Growth Fund · MXMTX, MXMSX diff. adviser | 27% | 0.84% | Empower Capital Management, LLC |
| 12 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 26% | 0.88% | MML Investment Advisers, LLC |
| 13 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 26% | 0.86% | Allspring Funds Management, LLC |
| 14 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 26% | 0.80% | Allspring Funds Management, LLC |
| 15 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX diff. adviser | 25% | 0.90% | AMG Funds LLC |
| 16 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 25% | 0.97% | AMG Funds LLC |
| 17 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 25% | 0.56% | Mason Street Advisors, LLC |
| 18 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 24% | 0.65% | Hartford Funds Management Company, LLC |
| 19 | NYLI VP Small Cap Growth Portfolio diff. adviser | 24% | 0.85% | New York Life Investment Management LLC |
| 20 | Invesco Discovery Fund cheaper diff. adviser | 24% | 0.65% | Invesco Advisers, Inc. |
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