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 | AB Small Cap Growth Portfolio | 72% | 0.90% | AllianceBernstein L.P. |
| 2 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper | 51% | 0.67% | AllianceBernstein L.P. |
| 3 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX diff. adviser | 41% | 0.87% | Principal Global Investors, LLC |
| 4 | AVIP AB Small Cap Portfolio diff. adviser | 36% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 5 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 34% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 6 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 31% | 0.86% | Voya Investments, LLC |
| 7 | NVIT Invesco Small Cap Growth Fund diff. adviser | 30% | 1.08% | Nationwide Fund Advisors |
| 8 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 29% | 0.56% | Mason Street Advisors, LLC |
| 9 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX diff. adviser | 28% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 10 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 28% | 0.65% | Hartford Funds Management Company, LLC |
| 11 | Small Cap Core Portfolio · SCRSX, SCRYX, SCRZX | 28% | 0.88% | AllianceBernstein L.P. |
| 12 | 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 |
| 13 | Developing Growth Portfolio diff. adviser | 28% | 1.04% | Lord, Abbett & Co. LLC |
| 14 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 28% | 1.06% | Victory Capital Management Inc. |
| 15 | Invesco Discovery Fund cheaper diff. adviser | 28% | 0.65% | Invesco Advisers, Inc. |
| 16 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 28% | 0.88% | MML Investment Advisers, LLC |
| 17 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 27% | 0.91% | Voya Investments, LLC |
| 18 | Variable Portfolio - Partners Small Cap Growth Fund diff. adviser | 27% | 0.85% | Columbia Management Investment Advisers, LLC |
| 19 | EQ/AB Small Cap Growth Portfolio cheaper diff. adviser | 26% | 0.67% | Equitable Investment Management Group, LLC |
| 20 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 26% | 0.60% | Lord, Abbett & Co. LLC |
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