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 Retirement US Small Cap Equity Select Portfolio | 99% | 0.95% | Lazard Asset Management LLC |
| 2 | Lazard Global Small Cap Equity Portfolio · LZSMX, LZISX, RLICX | 48% | 0.98% | Lazard Asset Management LLC |
| 3 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX diff. adviser | 19% | 0.97% | AMG Funds LLC |
| 4 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 15% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 14% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 6 | Harbor Active Small Cap Growth ETF · SGRW cheaper | 13% | 0.80% | — |
| 7 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 13% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 8 | DANA EPIPHANY SMALL CAP EQUITY FUND · DSCIX diff. adviser | 13% | 0.95% | Dana Investment Advisors, Inc. |
| 9 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 13% | 0.80% | Harbor Capital Advisors, Inc. |
| 10 | AMG GW&K Small/Mid Cap Core Fund · GWGIX, GWGVX, GWGZX cheaper diff. adviser | 13% | 0.82% | AMG Funds LLC |
| 11 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 12% | 0.78% | AllianceBernstein L.P. |
| 12 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 12% | 0.82% | Loomis, Sayles & Company, L.P. |
| 13 | Guardian Small-Mid Cap Core VIP Fund diff. adviser | 12% | 1.01% | Park Avenue Institutional Advisers LLC |
| 14 | Allspring Common Stock Fund · SCSAX, STSAX, SCSDX, SCNSX, SCSRX cheaper diff. adviser | 12% | 0.84% | Allspring Funds Management, LLC |
| 15 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 12% | 0.88% | Brighthouse Investment Advisers, LLC |
| 16 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 12% | 0.88% | Putnam Investment Management, LLC |
| 17 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 12% | 0.85% | Carillon Tower Advisers, Inc. |
| 18 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX cheaper diff. adviser | 12% | 0.85% | Carillon Tower Advisers, Inc. |
| 19 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 12% | 0.90% | Hartford Funds Management Company, LLC |
| 20 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 12% | 0.56% | Mason Street Advisors, LLC |
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