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 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 73% | 0.94% | Thrivent Financial for Lutherans |
| 2 | THRIVENT SMALL CAP STOCK FUND · AASMX, TSCSX cheaper | 41% | 0.79% | Thrivent Asset Management, LLC |
| 3 | THRIVENT SMALL CAP STOCK PORTFOLIO cheaper diff. adviser | 39% | 0.70% | Thrivent Financial for Lutherans |
| 4 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 25% | 0.85% | Columbia Management Investment Advisers, LLC |
| 5 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 24% | 0.88% | Putnam Investment Management, LLC |
| 6 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 23% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 7 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 23% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 8 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 23% | 0.76% | Putnam Investment Management, LLC |
| 9 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX diff. adviser | 23% | 1.02% | Artisan Partners Limited Partnership |
| 10 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 22% | 0.92% | Allspring Funds Management, LLC |
| 11 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 22% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 12 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 22% | 0.85% | New York Life Investment Management LLC |
| 13 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 22% | 0.68% | Jackson National Asset Management, LLC |
| 14 | RBC SMID Cap Growth Fund · TMCAX, TMCIX, RSMRX cheaper diff. adviser | 22% | 0.77% | RBC Global Asset Management (US) Inc. |
| 15 | Invesco Discovery Fund cheaper diff. adviser | 21% | 0.65% | Invesco Advisers, Inc. |
| 16 | Small-Cap Growth Portfolio cheaper diff. adviser | 21% | 0.64% | Pacific Life Fund Advisors LLC |
| 17 | Small Cap Growth Fund · ANONX, ANOIX, ANOAX, ANOCX, ANORX, ANODX, ANOGX, ANOYX, ANOHX cheaper diff. adviser | 21% | 0.00% | American Century Investment Management, Inc. |
| 18 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 21% | 0.82% | Loomis, Sayles & Company, L.P. |
| 19 | Small Cap Growth Fund · VVSGX cheaper diff. adviser | 21% | 0.88% | The Variable Annuity Life Insurance Company |
| 20 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 20% | 0.88% | Brighthouse Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.