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 | MFS New Discovery Series | 90% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Blended Research Small Cap Equity Portfolio cheaper | 25% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | MFS Blended Research Small Cap Equity Fund · BRSDX, BRSBX, BRSHX, BRSJX, BRSPX, BRSSX, BRSTX, BRSUX, BRSYX cheaper | 25% | 0.66% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX diff. adviser | 24% | 0.86% | Allspring Funds Management, LLC |
| 5 | MFS Global New Discovery Fund · GLNAX, GLNBX, GLNCX, GLNIX, GLNJX, GLNKX, GLNLX, GLNMX, GLNNX | 23% | 1.01% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | AB Small Cap Growth Portfolio diff. adviser | 21% | 0.90% | AllianceBernstein L.P. |
| 7 | MFS New Discovery Value Fund · NDVAX, NDVBX, NDVCX, NDVIX, NDVRX, NDVSX, NDVTX, NDVUX, NDVVX | 21% | 0.86% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS New Discovery Value Portfolio | 20% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 20% | 1.19% | Macquarie Investment Management Business Trust |
| 10 | American Beacon Stephens Small Cap Growth Fund · SPWAX, SPWCX, STSIX, SPWYX, STSGX, STSRX diff. adviser | 20% | 0.97% | American Beacon Advisors, Inc. |
| 11 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 20% | 0.78% | AllianceBernstein L.P. |
| 12 | NVIT Invesco Small Cap Growth Fund diff. adviser | 19% | 1.08% | Nationwide Fund Advisors |
| 13 | SFT Macquarie Small Cap Growth Fund diff. adviser | 19% | 1.31% | Securian Asset Management, Inc. |
| 14 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 19% | 0.76% | Macquarie Investment Management Business Trust |
| 15 | Nomura VIP Small Cap Growth Series diff. adviser | 19% | 0.89% | Macquarie Investment Management Business Trust |
| 16 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 19% | 0.95% | First Trust Advisors L.P. |
| 17 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 18% | 0.84% | Empower Capital Management, LLC |
| 18 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 18% | 0.88% | MML Investment Advisers, LLC |
| 19 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 18% | 0.83% | Loomis, Sayles & Company, L.P. |
| 20 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 17% | 0.97% | AMG Funds LLC |
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