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 Small Cap Stock Fund · USCAX, UISCX | 25% | 0.93% | Victory Capital Management Inc. |
| 2 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX | 25% | 0.86% | Voya Investments, LLC |
| 3 | JNL Multi-Manager Small Cap Growth Fund cheaper | 24% | 0.68% | Jackson National Asset Management, LLC |
| 4 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX | 23% | 0.91% | Voya Investments, LLC |
| 5 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC | 22% | 0.95% | First Trust Advisors L.P. |
| 6 | Developing Growth Portfolio | 21% | 1.04% | Lord, Abbett & Co. LLC |
| 7 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX | 21% | 0.85% | Carillon Tower Advisers, Inc. |
| 8 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX | 21% | 0.85% | Carillon Tower Advisers, Inc. |
| 9 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper | 20% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 10 | Embark Small Cap Equity Fund · ESCQX, ESCWX cheaper | 20% | 0.61% | Harbor Capital Advisors, Inc. |
| 11 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX | 20% | 0.80% | Allspring Funds Management, LLC |
| 12 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX | 20% | 0.90% | Hartford Funds Management Company, LLC |
| 13 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper | 20% | 0.60% | Lord, Abbett & Co. LLC |
| 14 | Variable Portfolio - Partners Small Cap Growth Fund | 20% | 0.85% | Columbia Management Investment Advisers, LLC |
| 15 | Allspring VT Small Cap Growth Fund | 20% | 0.92% | Allspring Funds Management, LLC |
| 16 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper | 20% | 0.78% | AllianceBernstein L.P. |
| 17 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX | 19% | 0.88% | MML Investment Advisers, LLC |
| 18 | Calamos Timpani SMID Growth Fund · CTOGX, CTAGX, CTIGX | 19% | 1.05% | Calamos Advisors LLC |
| 19 | Small Cap Growth Fund · VVSGX | 19% | 0.88% | The Variable Annuity Life Insurance Company |
| 20 | THRIVENT SMALL CAP GROWTH FUND · TSCGX | 19% | 0.95% | Thrivent Asset Management, LLC |
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