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 | Victory RS Select Growth Fund · RSDGX, RSGFX, RSSYX, RSSRX | 55% | 1.06% | Victory Capital Management Inc. |
| 2 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 31% | 0.81% | Nuveen Fund Advisors, LLC |
| 3 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 31% | 0.80% | Harbor Capital Advisors, Inc. |
| 4 | AB Small Cap Growth Portfolio cheaper diff. adviser | 30% | 0.90% | AllianceBernstein L.P. |
| 5 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 28% | 0.78% | AllianceBernstein L.P. |
| 6 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 28% | 0.87% | Principal Global Investors, LLC |
| 7 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 27% | 0.80% | Nuveen Fund Advisors, LLC |
| 8 | WCM Small Cap Growth Fund · WCMLX, WCMNX cheaper diff. adviser | 27% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 9 | Emerald Growth Fund cheaper diff. adviser | 27% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 10 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 26% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 11 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 26% | 0.85% | Columbia Management Investment Advisers, LLC |
| 12 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 26% | 0.56% | Mason Street Advisors, LLC |
| 13 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 26% | 0.65% | Hartford Funds Management Company, LLC |
| 14 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 25% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 15 | AVIP AB Small Cap Portfolio cheaper diff. adviser | 25% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 16 | Small-Cap Growth Portfolio cheaper diff. adviser | 24% | 0.64% | Pacific Life Fund Advisors LLC |
| 17 | Small Cap Stock Trust · JAGPX, JESGX, JAGQX diff. adviser | 24% | 1.07% | John Hancock Variable Trust Advisers LLC |
| 18 | Invesco Discovery Fund cheaper diff. adviser | 24% | 0.65% | Invesco Advisers, Inc. |
| 19 | Developing Growth Portfolio cheaper diff. adviser | 24% | 1.04% | Lord, Abbett & Co. LLC |
| 20 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 24% | 0.92% | Allspring Funds Management, LLC |
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