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 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper | 91% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX diff. adviser | 25% | 0.80% | Allspring Funds Management, LLC |
| 3 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 25% | 0.60% | Lord, Abbett & Co. LLC |
| 4 | Baird Small/Mid Cap Growth Fund · BSGSX, BSGIX diff. adviser | 24% | 0.85% | Robert W. Baird & Co. Incorporated |
| 5 | Developing Growth Portfolio diff. adviser | 24% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | Allspring VT Small Cap Growth Fund diff. adviser | 24% | 0.92% | Allspring Funds Management, LLC |
| 7 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 23% | 0.97% | AMG Funds LLC |
| 8 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX diff. adviser | 22% | 0.80% | Nuveen Fund Advisors, LLC |
| 9 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 22% | 0.85% | Columbia Management Investment Advisers, LLC |
| 10 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 21% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 11 | ALGER SMALL CAP GROWTH FUND · ALSAX, ALSCX, AGSCX, ASCZX, ASCYX diff. adviser | 21% | 0.85% | Fred Alger Management, Inc. |
| 12 | Putnam VT Small Cap Growth Fund diff. adviser | 21% | 0.88% | Putnam Investment Management, LLC |
| 13 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 20% | 0.86% | Voya Investments, LLC |
| 14 | Franklin Small Cap Growth Fund · FSGRX, FCSGX, FSSAX, FSSRX, FSMLX cheaper diff. adviser | 20% | 0.66% | Franklin Advisers, Inc. |
| 15 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 20% | 0.76% | Putnam Investment Management, LLC |
| 16 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 20% | 0.78% | AllianceBernstein L.P. |
| 17 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 20% | 0.82% | Loomis, Sayles & Company, L.P. |
| 18 | ALGER SMALL CAP GROWTH INSTITUTIONAL FUND · ALSRX, ASIRX, AISZX diff. adviser | 20% | 1.00% | Fred Alger Management, Inc. |
| 19 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 20% | 0.94% | Thrivent Financial for Lutherans |
| 20 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 20% | 0.56% | Mason Street Advisors, LLC |
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