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 | PGIM Jennison Small Company Fund · PGOAX, PSCCX, PSCZX, JSCRX, PJSQX, PSCHX, PSCJX cheaper | 57% | 0.69% | — |
| 2 | PGIM Jennison Blend Fund · PBQAX, PRECX, PEQZX, PBQQX cheaper | 25% | 0.64% | PGIM INVESTMENTS LLC |
| 3 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 21% | 0.88% | MML Investment Advisers, LLC |
| 4 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 19% | 0.86% | Voya Investments, LLC |
| 5 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 19% | 0.85% | Columbia Management Investment Advisers, LLC |
| 6 | NVIT Invesco Small Cap Growth Fund diff. adviser | 19% | 1.08% | Nationwide Fund Advisors |
| 7 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 18% | 0.91% | Voya Investments, LLC |
| 8 | Small-Cap Growth Portfolio cheaper diff. adviser | 18% | 0.64% | Pacific Life Fund Advisors LLC |
| 9 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 17% | 0.95% | Hartford Funds Management Company, LLC |
| 10 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 17% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 11 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 17% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 12 | MML Small Cap Growth Equity Fund diff. adviser | 16% | 1.08% | MML Investment Advisers, LLC |
| 13 | Emerald Growth Fund cheaper diff. adviser | 16% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 14 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 16% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 15 | Small Cap Growth Fund · VVSGX cheaper diff. adviser | 16% | 0.88% | The Variable Annuity Life Insurance Company |
| 16 | Loomis Sayles Small Cap Core Portfolio cheaper diff. adviser | 16% | 0.90% | Brighthouse Investment Advisers, LLC |
| 17 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 16% | 0.95% | First Trust Advisors L.P. |
| 18 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 16% | 0.97% | AMG Funds LLC |
| 19 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 15% | 0.56% | Mason Street Advisors, LLC |
| 20 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 15% | 0.65% | Hartford Funds Management Company, LLC |
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