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 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 24% | 2.48% | Lisanti Capital Growth, LLC |
| 2 | Developing Growth Portfolio cheaper diff. adviser | 23% | 1.04% | Lord, Abbett & Co. LLC |
| 3 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 21% | 0.60% | Lord, Abbett & Co. LLC |
| 4 | Invesco Discovery Fund cheaper diff. adviser | 20% | 0.65% | Invesco Advisers, Inc. |
| 5 | NVIT Invesco Small Cap Growth Fund cheaper diff. adviser | 20% | 1.08% | Nationwide Fund Advisors |
| 6 | NICHOLAS PARTNERS SMALL CAP GROWTH FUND · NPSYX, NPSGX cheaper diff. adviser | 19% | 0.99% | Nicholas Investment Partners, L.P. |
| 7 | AMG TimesSquare Small Cap Growth Fund · TSCIX, TSCPX, TSQIX cheaper diff. adviser | 19% | 0.97% | AMG Funds LLC |
| 8 | Columbia Variable Portfolio - Small Company Growth Fund cheaper diff. adviser | 18% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 17% | 0.92% | Allspring Funds Management, LLC |
| 10 | Goldman Sachs Small/Mid Cap Growth Fund · GSMYX, GSMQX, GSMAX, GSMGX, GTMRX, GTMTX, GTMUX, GSWPX cheaper diff. adviser | 17% | 0.92% | Goldman Sachs Asset Management, L.P. |
| 11 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 17% | 0.80% | Allspring Funds Management, LLC |
| 12 | SA Invesco Growth Opportunities Portfolio cheaper diff. adviser | 17% | 0.80% | SunAmerica Asset Management, LLC |
| 13 | Penn Series SMID Cap Growth Fund cheaper diff. adviser | 16% | 1.04% | Penn Mutual Asset Management, LLC |
| 14 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 16% | 0.95% | First Trust Advisors L.P. |
| 15 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 16% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 16 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX cheaper diff. adviser | 16% | 0.70% | Driehaus Capital Management LLC |
| 17 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 16% | 0.82% | Loomis, Sayles & Company, L.P. |
| 18 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 15% | 0.80% | Driehaus Capital Management LLC |
| 19 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 15% | 1.00% | Transamerica Asset Management, Inc. |
| 20 | JNL/Invesco Small Cap Growth Fund cheaper diff. adviser | 15% | 0.74% | Jackson National Asset Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.