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 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX cheaper diff. adviser | 49% | 0.86% | Allspring Funds Management, LLC |
| 2 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 48% | 0.84% | Empower Capital Management, LLC |
| 3 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 27% | 0.88% | MML Investment Advisers, LLC |
| 4 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 27% | 0.95% | First Trust Advisors L.P. |
| 5 | EQ/AB Small Cap Growth Portfolio cheaper diff. adviser | 26% | 0.67% | Equitable Investment Management Group, LLC |
| 6 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 26% | 0.85% | Columbia Management Investment Advisers, LLC |
| 7 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 25% | 0.68% | Jackson National Asset Management, LLC |
| 8 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 25% | 0.49% | — |
| 9 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 24% | 0.56% | Mason Street Advisors, LLC |
| 10 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 24% | 0.65% | Hartford Funds Management Company, LLC |
| 11 | Nomura VIP Small Cap Growth Series cheaper | 24% | 0.89% | Macquarie Investment Management Business Trust |
| 12 | NVIT Invesco Small Cap Growth Fund cheaper diff. adviser | 24% | 1.08% | Nationwide Fund Advisors |
| 13 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper | 24% | 0.76% | Macquarie Investment Management Business Trust |
| 14 | Developing Growth Portfolio cheaper diff. adviser | 24% | 1.04% | Lord, Abbett & Co. LLC |
| 15 | Penn Series SMID Cap Growth Fund cheaper diff. adviser | 23% | 1.04% | Penn Mutual Asset Management, LLC |
| 16 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 23% | 0.74% | Jackson National Asset Management, LLC |
| 17 | Invesco Small Cap Growth Portfolio cheaper diff. adviser | 23% | 0.82% | Brighthouse Investment Advisers, LLC |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX cheaper diff. adviser | 23% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 23% | 0.51% | Brighthouse Investment Advisers, LLC |
| 20 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 23% | 0.87% | Principal Global Investors, LLC |
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