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 | Lazard US Small Cap Equity Select Portfolio · LZCOX, LZSCX, RLSMX cheaper | 48% | 0.90% | Lazard Asset Management LLC |
| 2 | Lazard Retirement US Small Cap Equity Select Portfolio cheaper | 47% | 0.95% | Lazard Asset Management LLC |
| 3 | Lazard US Equity Concentrated Portfolio · LEVOX, LEVIX, RLUEX cheaper | 13% | 0.75% | Lazard Asset Management LLC |
| 4 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 9% | 0.87% | Columbia Management Investment Advisers, LLC |
| 5 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 9% | 0.78% | AllianceBernstein L.P. |
| 6 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 9% | 0.83% | — |
| 7 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 9% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 8 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 9% | 0.97% | AMG Funds LLC |
| 9 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 9% | 0.85% | Carillon Tower Advisers, Inc. |
| 10 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 9% | 0.85% | Carillon Tower Advisers, Inc. |
| 11 | Lord Abbett International Opportunities Fund · LAIEX, LINCX, LINPX, LINYX, LINFX, LINQX, LINRX, LINSX, LINTX, LINVX, LOIEX cheaper diff. adviser | 9% | 0.96% | Lord, Abbett & Co. LLC |
| 12 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 8% | 0.82% | AMG Funds LLC |
| 13 | Fidelity Fundamental Small-Mid Cap ETF · FFSM cheaper diff. adviser | 8% | 0.43% | Fidelity Management & Research Company LLC |
| 14 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 8% | 0.67% | AMG Funds LLC |
| 15 | Xtrackers S&P MidCap 400 Scored & Screened ETF · MIDE cheaper diff. adviser | 8% | 0.15% | DBX Advisors LLC |
| 16 | International Small-Mid Cap Fund · ANTSX, ANTMX cheaper diff. adviser | 8% | 0.02% | American Century Investment Management, Inc. |
| 17 | RBC International Small Cap Equity Fund · RISRX, RISSX, RISIX cheaper diff. adviser | 8% | 0.94% | RBC Global Asset Management (US) Inc. |
| 18 | Fidelity Advisor Mid Cap II Fund · FIIAX, FIICX, FITIX, FIIMX, FZAMX cheaper diff. adviser | 8% | 0.58% | Fidelity Management & Research Company LLC |
| 19 | Harbor Active Small Cap Growth ETF · SGRW cheaper | 8% | 0.80% | — |
| 20 | VIP Mid Cap Portfolio · XFBRX, XFBSX cheaper diff. adviser | 8% | 0.57% | Fidelity Management & Research Company LLC |
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