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 | Putnam VT Small Cap Growth Fund | 96% | 0.88% | Putnam Investment Management, LLC |
| 2 | Developing Growth Portfolio diff. adviser | 36% | 1.04% | Lord, Abbett & Co. LLC |
| 3 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 34% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 4 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 33% | 0.60% | Lord, Abbett & Co. LLC |
| 5 | NVIT Invesco Small Cap Growth Fund diff. adviser | 33% | 1.08% | Nationwide Fund Advisors |
| 6 | Allspring VT Small Cap Growth Fund diff. adviser | 31% | 0.92% | Allspring Funds Management, LLC |
| 7 | Invesco Discovery Fund cheaper diff. adviser | 30% | 0.65% | Invesco Advisers, Inc. |
| 8 | Venerable US Small Cap Fund diff. adviser | 30% | 0.85% | Venerable Investment Advisers, LLC |
| 9 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 30% | 0.56% | Mason Street Advisors, LLC |
| 10 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 29% | 0.65% | Hartford Funds Management Company, LLC |
| 11 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 29% | 0.95% | First Trust Advisors L.P. |
| 12 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 29% | 0.74% | Jackson National Asset Management, LLC |
| 13 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 29% | 0.83% | Transamerica Asset Management, Inc. |
| 14 | Invesco Small Cap Growth Portfolio diff. adviser | 29% | 0.82% | Brighthouse Investment Advisers, LLC |
| 15 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 29% | 0.65% | T. Rowe Price Associates, Inc. |
| 16 | Penn Series SMID Cap Growth Fund diff. adviser | 29% | 1.04% | Penn Mutual Asset Management, LLC |
| 17 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX diff. adviser | 29% | 0.85% | Carillon Tower Advisers, Inc. |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 28% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX diff. adviser | 28% | 0.85% | Carillon Tower Advisers, Inc. |
| 20 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 28% | 0.85% | Columbia Management Investment Advisers, LLC |
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