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 | DWS Small Mid Cap Growth VIP cheaper | 77% | 0.82% | DWS Investment Management Americas, Inc. |
| 2 | DWS Small Cap Core Fund · SZCAX, SZCCX, SSLCX, SZCRX, SZCIX cheaper | 27% | 0.79% | DWS Investment Management Americas, Inc. |
| 3 | THE HARTFORD SMALL COMPANY FUND · IHSAX, HSMCX, HSCYX, IHSIX, IHSRX, IHSSX, IHSUX, IHSVX, IHSFX diff. adviser | 19% | 0.89% | Hartford Funds Management Company, LLC |
| 4 | HARTFORD SMALL COMPANY HLS FUND · HIASX, HDMBX cheaper diff. adviser | 19% | 0.80% | Hartford Funds Management Company, LLC |
| 5 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 18% | 0.88% | Putnam Investment Management, LLC |
| 6 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 18% | 0.76% | Putnam Investment Management, LLC |
| 7 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 18% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 8 | MML Small Cap Growth Equity Fund diff. adviser | 18% | 1.08% | MML Investment Advisers, LLC |
| 9 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 17% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 17% | 0.80% | Harbor Capital Advisors, Inc. |
| 11 | AB Small Cap Growth Portfolio diff. adviser | 17% | 0.90% | AllianceBernstein L.P. |
| 12 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 17% | 0.83% | Transamerica Asset Management, Inc. |
| 13 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 17% | 0.95% | First Trust Advisors L.P. |
| 14 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 17% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 17% | 0.56% | Mason Street Advisors, LLC |
| 16 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 17% | 0.88% | MML Investment Advisers, LLC |
| 17 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 17% | 0.65% | T. Rowe Price Associates, Inc. |
| 18 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 17% | 0.81% | Nuveen Fund Advisors, LLC |
| 19 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 17% | 0.65% | Hartford Funds Management Company, LLC |
| 20 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 17% | 0.24% | Pacific Life Fund Advisors LLC |
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