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 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 25% | 0.82% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 25% | 0.88% | Brighthouse Investment Advisers, LLC |
| 3 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 24% | 0.92% | Allspring Funds Management, LLC |
| 4 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 24% | 0.78% | AllianceBernstein L.P. |
| 5 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper diff. adviser | 23% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 6 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 23% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 7 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 23% | 0.80% | Allspring Funds Management, LLC |
| 8 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX cheaper diff. adviser | 23% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Developing Growth Portfolio diff. adviser | 23% | 1.04% | Lord, Abbett & Co. LLC |
| 10 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 23% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 22% | 0.85% | Columbia Management Investment Advisers, LLC |
| 12 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 22% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 13 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 21% | 0.60% | Lord, Abbett & Co. LLC |
| 14 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 21% | 0.87% | Kornitzer Capital Management, Inc. |
| 15 | AST Small-Cap Equity Portfolio diff. adviser | 21% | 0.97% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 16 | Small-Cap Growth Portfolio cheaper diff. adviser | 21% | 0.64% | Pacific Life Fund Advisors LLC |
| 17 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX cheaper diff. adviser | 21% | 0.80% | Harbor Capital Advisors, Inc. |
| 18 | AB DISCOVERY GROWTH FUND, INC. · CHCLX, CHCCX, CHCYX, CHCIX, CHCZX cheaper diff. adviser | 20% | 0.67% | AllianceBernstein L.P. |
| 19 | AB Small Cap Growth Portfolio cheaper diff. adviser | 20% | 0.90% | AllianceBernstein L.P. |
| 20 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 20% | 0.86% | Voya Investments, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.