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 | Deepwater Beachfront Small Cap ETF · DBSC | 33% | 0.85% | — |
| 2 | Putnam VT Small Cap Growth Fund diff. adviser | 22% | 0.88% | Putnam Investment Management, LLC |
| 3 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 21% | 0.76% | Putnam Investment Management, LLC |
| 4 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX diff. adviser | 21% | 0.81% | Nuveen Fund Advisors, LLC |
| 5 | MOA SMALL CAP GROWTH FUND diff. adviser | 20% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 6 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 19% | 1.01% | Congress Asset Management Company |
| 7 | DANA EPIPHANY SMALL CAP EQUITY FUND · DSCIX diff. adviser | 18% | 0.95% | Dana Investment Advisors, Inc. |
| 8 | Janus Henderson Small Cap Growth Alpha ETF · JSML cheaper diff. adviser | 18% | 0.30% | Janus Henderson Investors US LLC |
| 9 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX diff. adviser | 18% | 0.76% | Macquarie Investment Management Business Trust |
| 10 | SFT Macquarie Small Cap Growth Fund diff. adviser | 18% | 1.31% | Securian Asset Management, Inc. |
| 11 | Nomura VIP Small Cap Growth Series diff. adviser | 17% | 0.89% | Macquarie Investment Management Business Trust |
| 12 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX diff. adviser | 17% | 0.85% | Carillon Tower Advisers, Inc. |
| 13 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX diff. adviser | 17% | 0.85% | Carillon Tower Advisers, Inc. |
| 14 | Congress SMid Growth ETF · CSMD cheaper diff. adviser | 17% | 0.68% | Congress Asset Management Company |
| 15 | Fidelity Advisor Small Cap Fund · FSCDX, FSCEX, FSCTX, FSCIX, FZAOX diff. adviser | 17% | 0.83% | Fidelity Management & Research Company LLC |
| 16 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 17% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 17 | Osterweis Opportunity Fund · OSTGX diff. adviser | 17% | 1.12% | Osterweis Capital Management, LLC |
| 18 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 17% | 0.56% | Mason Street Advisors, LLC |
| 19 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 17% | 0.83% | — |
| 20 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 17% | 0.90% | Hartford Funds Management Company, LLC |
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