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 | SA Multi-Managed Small Cap Portfolio diff. adviser | 37% | 1.00% | SunAmerica Asset Management, LLC |
| 2 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 21% | 0.67% | AMG Funds LLC |
| 3 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 19% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 4 | AMG GW&K Small Cap Core Fund · GWETX, GWEIX, GWEZX cheaper diff. adviser | 19% | 0.90% | AMG Funds LLC |
| 5 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 19% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 6 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser | 17% | 0.95% | Tributary Capital Management, LLC |
| 7 | PGIM Jennison Small-Cap Core Equity Fund · PQJCX diff. adviser | 17% | 0.95% | PGIM INVESTMENTS LLC |
| 8 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 17% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 9 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 17% | 0.77% | Virtus Investment Advisers, LLC |
| 10 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 16% | 0.85% | New York Life Investment Management LLC |
| 11 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 16% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 12 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 16% | 0.85% | Columbia Management Investment Advisers, LLC |
| 13 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper diff. adviser | 16% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 16% | 0.90% | Conestoga Capital Advisors, LLC |
| 15 | MFS New Discovery Series cheaper diff. adviser | 16% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 15% | 0.94% | Thrivent Financial for Lutherans |
| 17 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 15% | 1.01% | Congress Asset Management Company |
| 18 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 14% | 0.82% | Loomis, Sayles & Company, L.P. |
| 19 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 14% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 20 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 14% | 0.88% | Brighthouse Investment Advisers, LLC |
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