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 | AB Small Cap Growth Portfolio diff. adviser | 34% | 0.90% | AllianceBernstein L.P. |
| 2 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX diff. adviser | 34% | 0.81% | Nuveen Fund Advisors, LLC |
| 3 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 34% | 0.90% | Hartford Funds Management Company, LLC |
| 4 | Putnam VT Small Cap Growth Fund diff. adviser | 34% | 0.88% | Putnam Investment Management, LLC |
| 5 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 34% | 0.65% | Hartford Funds Management Company, LLC |
| 6 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 34% | 0.76% | Putnam Investment Management, LLC |
| 7 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 34% | 0.78% | AllianceBernstein L.P. |
| 8 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 33% | 0.56% | Mason Street Advisors, LLC |
| 9 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 33% | 0.95% | First Trust Advisors L.P. |
| 10 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 32% | 0.83% | Transamerica Asset Management, Inc. |
| 11 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 32% | 0.85% | Columbia Management Investment Advisers, LLC |
| 12 | 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. |
| 13 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 31% | 0.70% | Driehaus Capital Management LLC |
| 14 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 31% | 0.80% | SunAmerica Asset Management, LLC |
| 15 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 30% | 0.51% | Brighthouse Investment Advisers, LLC |
| 16 | NVIT Invesco Small Cap Growth Fund diff. adviser | 30% | 1.08% | Nationwide Fund Advisors |
| 17 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 30% | 0.74% | Jackson National Asset Management, LLC |
| 18 | Invesco Small Cap Growth Portfolio diff. adviser | 30% | 0.82% | Brighthouse Investment Advisers, LLC |
| 19 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 30% | 0.88% | MML Investment Advisers, LLC |
| 20 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 29% | 0.80% | Nuveen Fund Advisors, LLC |
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