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 | M Capital Appreciation Fund · MFCPX diff. adviser | 40% | 0.98% | M Financial Investment Advisers, Inc. |
| 2 | Frontier Mid Cap Growth Portfolio cheaper diff. adviser | 17% | 0.69% | Brighthouse Investment Advisers, LLC |
| 3 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 15% | 0.90% | Hartford Funds Management Company, LLC |
| 4 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 14% | 1.19% | Macquarie Investment Management Business Trust |
| 5 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 14% | 0.56% | Mason Street Advisors, LLC |
| 6 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 14% | 0.65% | Hartford Funds Management Company, LLC |
| 7 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 14% | 0.74% | Jackson National Asset Management, LLC |
| 8 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 13% | 0.82% | Brighthouse Investment Advisers, LLC |
| 9 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 13% | 0.80% | SunAmerica Asset Management, LLC |
| 10 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 12% | 0.88% | MML Investment Advisers, LLC |
| 11 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 12% | 0.75% | Invesco Advisers, Inc. |
| 12 | AMG GW&K Small/Mid Cap Growth Fund · ACWDX, ACWIX, ACWZX cheaper | 12% | 0.82% | AMG Funds LLC |
| 13 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 12% | 0.83% | Transamerica Asset Management, Inc. |
| 14 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 12% | 0.65% | T. Rowe Price Associates, Inc. |
| 15 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 12% | 0.70% | Driehaus Capital Management LLC |
| 16 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 12% | 0.67% | AllianceBernstein L.P. |
| 17 | NVIT Invesco Small Cap Growth Fund diff. adviser | 12% | 1.08% | Nationwide Fund Advisors |
| 18 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 12% | 0.51% | Brighthouse Investment Advisers, LLC |
| 19 | Harbor Active Small Cap Growth ETF · SGRW cheaper | 12% | 0.80% | — |
| 20 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX cheaper diff. adviser | 12% | 0.89% | Hartford Funds Management Company, LLC |
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