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 | MML Small Cap Growth Equity Fund | 67% | 1.08% | MML Investment Advisers, LLC |
| 2 | NVIT Invesco Small Cap Growth Fund diff. adviser | 49% | 1.08% | Nationwide Fund Advisors |
| 3 | HARTFORD SMALL COMPANY HLS FUND · HIASX, HDMBX cheaper diff. adviser | 46% | 0.80% | Hartford Funds Management Company, LLC |
| 4 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX diff. adviser | 43% | 0.89% | Hartford Funds Management Company, LLC |
| 5 | Small Cap Stock Trust · JAGPX, JESGX, JAGQX diff. adviser | 42% | 1.07% | John Hancock Variable Trust Advisers LLC |
| 6 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 42% | 0.65% | Hartford Funds Management Company, LLC |
| 7 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 41% | 0.56% | Mason Street Advisors, LLC |
| 8 | Invesco Discovery Fund cheaper diff. adviser | 40% | 0.65% | Invesco Advisers, Inc. |
| 9 | NVIT Multi-Manager Small Company Fund diff. adviser | 40% | 1.04% | Nationwide Fund Advisors |
| 10 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 39% | 0.90% | Hartford Funds Management Company, LLC |
| 11 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 38% | 0.82% | Brighthouse Investment Advisers, LLC |
| 12 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 37% | 0.83% | Transamerica Asset Management, Inc. |
| 13 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 36% | 0.74% | Jackson National Asset Management, LLC |
| 14 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 36% | 0.65% | T. Rowe Price Associates, Inc. |
| 15 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 35% | 0.80% | SunAmerica Asset Management, LLC |
| 16 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 35% | 0.51% | Brighthouse Investment Advisers, LLC |
| 17 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 34% | 0.95% | First Trust Advisors L.P. |
| 18 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 33% | 0.61% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper diff. adviser | 33% | 0.80% | Fidelity Management & Research Company LLC |
| 20 | NYLI VP Wellington Small Cap Portfolio cheaper diff. adviser | 33% | 0.75% | New York Life Investment Management LLC |
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