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 | 27% | 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 | 27% | 0.60% | Lord, Abbett & Co. LLC |
| 3 | Emerald Growth Fund cheaper diff. adviser | 21% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 4 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 21% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 5 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 21% | 0.92% | Allspring Funds Management, LLC |
| 6 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 20% | 0.49% | — |
| 7 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 20% | 0.80% | Allspring Funds Management, LLC |
| 8 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 20% | 0.88% | Putnam Investment Management, LLC |
| 9 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 20% | 0.76% | Putnam Investment Management, LLC |
| 10 | F/m Emerald Special Situations ETF · SPIT cheaper | 20% | 0.89% | — |
| 11 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 19% | 2.48% | Lisanti Capital Growth, LLC |
| 12 | NICHOLAS PARTNERS SMALL CAP GROWTH FUND · NPSYX, NPSGX cheaper diff. adviser | 19% | 0.99% | Nicholas Investment Partners, L.P. |
| 13 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 19% | 0.70% | Driehaus Capital Management LLC |
| 14 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 18% | 0.95% | First Trust Advisors L.P. |
| 15 | NVIT Invesco Small Cap Growth Fund diff. adviser | 18% | 1.08% | Nationwide Fund Advisors |
| 16 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 18% | 0.81% | Nuveen Fund Advisors, LLC |
| 17 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX cheaper diff. adviser | 18% | 0.80% | Fidelity Management & Research Company LLC |
| 18 | Goldman Sachs Small Cap Growth Insights Fund · GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX cheaper diff. adviser | 18% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 19 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 18% | 0.61% | Fidelity Management & Research Company LLC |
| 20 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 18% | 0.85% | — |
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