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 | Developing Growth Portfolio diff. adviser | 26% | 1.04% | Lord, Abbett & Co. LLC |
| 2 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 26% | 0.60% | Lord, Abbett & Co. LLC |
| 3 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 25% | 0.70% | Driehaus Capital Management LLC |
| 4 | Invesco Discovery Fund cheaper diff. adviser | 24% | 0.65% | Invesco Advisers, Inc. |
| 5 | NVIT Invesco Small Cap Growth Fund diff. adviser | 24% | 1.08% | Nationwide Fund Advisors |
| 6 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 23% | 0.80% | Driehaus Capital Management LLC |
| 7 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 22% | 0.85% | Carillon Tower Advisers, Inc. |
| 8 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 22% | 0.85% | Carillon Tower Advisers, Inc. |
| 9 | SIMT Small Cap Growth Fund · SPWIX, SSCGX, SMAYX | 21% | 0.99% | — |
| 10 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 21% | 0.75% | Invesco Advisers, Inc. |
| 11 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 21% | 2.48% | Lisanti Capital Growth, LLC |
| 12 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 20% | 1.06% | Victory Capital Management Inc. |
| 13 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 20% | 0.95% | First Trust Advisors L.P. |
| 14 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 19% | 0.88% | MML Investment Advisers, LLC |
| 15 | RiverPark/Next Century Growth Fund · RPNIX, RPNCX diff. adviser | 19% | 1.15% | RiverPark Advisors, LLC |
| 16 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX diff. adviser | 19% | 1.06% | Victory Capital Management Inc. |
| 17 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX diff. adviser | 19% | 1.00% | Polen Capital Management, L.L.C. |
| 18 | AB Small Cap Growth Portfolio cheaper diff. adviser | 19% | 0.90% | AllianceBernstein L.P. |
| 19 | Emerald Growth Fund cheaper diff. adviser | 19% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 20 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 18% | 0.74% | Jackson National Asset Management, LLC |
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