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 cheaper diff. adviser | 25% | 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 | 24% | 0.60% | Lord, Abbett & Co. LLC |
| 3 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 23% | 0.86% | Voya Investments, LLC |
| 4 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 22% | 0.91% | Voya Investments, LLC |
| 5 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 21% | 0.78% | AllianceBernstein L.P. |
| 6 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX cheaper diff. adviser | 21% | 1.02% | Artisan Partners Limited Partnership |
| 7 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 21% | 0.92% | Allspring Funds Management, LLC |
| 8 | AB Small Cap Growth Portfolio cheaper diff. adviser | 20% | 0.90% | AllianceBernstein L.P. |
| 9 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 20% | 0.85% | Columbia Management Investment Advisers, LLC |
| 10 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 20% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 11 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND · ALMAX, ALMCX, ASIMX, ASMZX, ASYMX cheaper diff. adviser | 20% | 0.88% | Fred Alger Management, Inc. |
| 12 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 20% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 13 | Small-Cap Growth Portfolio cheaper diff. adviser | 19% | 0.64% | Pacific Life Fund Advisors LLC |
| 14 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 19% | 0.80% | Allspring Funds Management, LLC |
| 15 | NVIT Invesco Small Cap Growth Fund cheaper diff. adviser | 19% | 1.08% | Nationwide Fund Advisors |
| 16 | Penn Series SMID Cap Growth Fund cheaper diff. adviser | 19% | 1.04% | Penn Mutual Asset Management, LLC |
| 17 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX cheaper diff. adviser | 18% | 0.85% | Robert W. Baird & Co. Incorporated |
| 18 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX cheaper diff. adviser | 18% | 1.06% | Victory Capital Management Inc. |
| 19 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX cheaper diff. adviser | 18% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 20 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 18% | 0.90% | Conestoga Capital Advisors, LLC |
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