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 | Emerald Growth Fund cheaper | 25% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 2 | Polen 5Perspectives Small Growth Fund · PBSIX, PBSRX, PBSYX | 20% | 1.00% | Polen Capital Management, L.L.C. |
| 3 | F/m Emerald Life Sciences Innovation ETF · LFSC cheaper | 18% | 0.54% | — |
| 4 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper | 17% | 0.60% | Lord, Abbett & Co. LLC |
| 5 | Developing Growth Portfolio | 17% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | Columbia Variable Portfolio - Small Company Growth Fund cheaper | 16% | 0.87% | Columbia Management Investment Advisers, LLC |
| 7 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper | 15% | 0.80% | Nuveen Fund Advisors, LLC |
| 8 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper | 15% | 0.87% | Principal Global Investors, LLC |
| 9 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper | 15% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Hood River New Opportunities Fund · HRNOX, HRNIX, HRNRX cheaper | 15% | 0.85% | Hood River Capital Management LLC |
| 11 | Columbia Acorn Fund · LACAX, LIACX, ACRNX, CRBRX, CRBYX, ACRSX cheaper | 14% | 0.74% | Columbia Management Investment Advisers, LLC |
| 12 | Columbia Variable Portfolio - Acorn Fund · WUSAX | 14% | 0.91% | Columbia Management Investment Advisers, LLC |
| 13 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX | 14% | 0.97% | Hood River Capital Management LLC |
| 14 | Fundstrat Granny Shots US Small & Mid-cap ETF · GRNJ cheaper | 14% | 0.75% | — |
| 15 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper | 14% | 0.80% | Allspring Funds Management, LLC |
| 16 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper | 14% | 0.78% | AllianceBernstein L.P. |
| 17 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper | 14% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | AB Small Cap Growth Portfolio | 14% | 0.90% | AllianceBernstein L.P. |
| 19 | Nestyield Total Return Guard ETF · EGGS | 14% | 0.93% | Tidal Investments LLC |
| 20 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 14% | 0.85% | — |
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