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 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 96% | 0.83% | Transamerica Asset Management, Inc. |
| 2 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 95% | 0.51% | Brighthouse Investment Advisers, LLC |
| 3 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund · TQSMX, TQSAX, TQSIX | 51% | 0.69% | T. Rowe Price Associates, Inc. |
| 4 | T. Rowe Price New Horizons Fund, Inc. · PRNHX, PRJIX, TRUZX cheaper | 44% | 0.00% | T. Rowe Price Associates, Inc. |
| 5 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 39% | 0.24% | Pacific Life Fund Advisors LLC |
| 6 | T. Rowe Price Small-Mid Cap ETF · TMSL cheaper | 39% | 0.55% | T. Rowe Price Associates, Inc. |
| 7 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 39% | 0.05% | Fidelity Management & Research Company LLC |
| 8 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 9 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 38% | 0.24% | BlackRock Fund Advisors |
| 10 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 37% | 0.46% | BlackRock Advisors, LLC |
| 11 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 36% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 12 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 36% | 0.88% | MML Investment Advisers, LLC |
| 13 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX diff. adviser | 36% | 0.80% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Small Cap Growth K6 Fund · FOCSX cheaper diff. adviser | 35% | 0.61% | Fidelity Management & Research Company LLC |
| 15 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 34% | 0.56% | Mason Street Advisors, LLC |
| 16 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX diff. adviser | 34% | 0.65% | Hartford Funds Management Company, LLC |
| 17 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 34% | 0.85% | Columbia Management Investment Advisers, LLC |
| 18 | JNL Multi-Manager Small Cap Growth Fund diff. adviser | 33% | 0.68% | Jackson National Asset Management, LLC |
| 19 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 33% | 0.90% | Hartford Funds Management Company, LLC |
| 20 | First Trust Mid Cap Growth AlphaDEX Fund · FNY diff. adviser | 32% | 0.73% | First Trust Advisors L.P. |
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