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 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX diff. adviser | 53% | 0.97% | American Beacon Advisors, Inc. |
| 2 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 48% | 0.70% | Driehaus Capital Management LLC |
| 3 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 36% | 0.68% | Jackson National Asset Management, LLC |
| 4 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 34% | 0.88% | MML Investment Advisers, LLC |
| 5 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 33% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 6 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 31% | 0.83% | Transamerica Asset Management, Inc. |
| 7 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 31% | 0.65% | T. Rowe Price Associates, Inc. |
| 8 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 31% | 0.51% | Brighthouse Investment Advisers, LLC |
| 9 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 31% | 0.80% | Driehaus Capital Management LLC |
| 10 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper diff. adviser | 30% | 0.80% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 30% | 0.61% | Fidelity Management & Research Company LLC |
| 12 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 30% | 0.88% | Putnam Investment Management, LLC |
| 13 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 29% | 0.87% | Principal Global Investors, LLC |
| 14 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 29% | 0.76% | Putnam Investment Management, LLC |
| 15 | Column Small Cap Select Fund · CFSSX cheaper | 29% | 0.65% | — |
| 16 | Invesco Discovery Fund cheaper diff. adviser | 29% | 0.65% | Invesco Advisers, Inc. |
| 17 | NVIT Invesco Small Cap Growth Fund diff. adviser | 29% | 1.08% | Nationwide Fund Advisors |
| 18 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 29% | 0.24% | Pacific Life Fund Advisors LLC |
| 19 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 28% | 0.85% | Columbia Management Investment Advisers, LLC |
| 20 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 28% | 0.05% | Fidelity Management & Research Company LLC |
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