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 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX | 83% | 0.91% | Voya Investments, LLC |
| 2 | Columbia Variable Portfolio - Small Company Growth Fund diff. adviser | 32% | 0.87% | Columbia Management Investment Advisers, LLC |
| 3 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 31% | 0.78% | AllianceBernstein L.P. |
| 4 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 29% | 0.81% | Nuveen Fund Advisors, LLC |
| 5 | NVIT Invesco Small Cap Growth Fund diff. adviser | 29% | 1.08% | Nationwide Fund Advisors |
| 6 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX cheaper | 29% | 0.83% | — |
| 7 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 29% | 0.85% | Columbia Management Investment Advisers, LLC |
| 8 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 29% | 0.80% | Allspring Funds Management, LLC |
| 9 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX diff. adviser | 29% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 10 | Allspring VT Small Cap Growth Fund diff. adviser | 29% | 0.92% | Allspring Funds Management, LLC |
| 11 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 28% | 0.95% | First Trust Advisors L.P. |
| 12 | Small-Cap Growth Portfolio cheaper diff. adviser | 28% | 0.64% | Pacific Life Fund Advisors LLC |
| 13 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 28% | 0.56% | Mason Street Advisors, LLC |
| 14 | Invesco Discovery Fund cheaper diff. adviser | 27% | 0.65% | Invesco Advisers, Inc. |
| 15 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 27% | 0.88% | MML Investment Advisers, LLC |
| 16 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 27% | 0.65% | Hartford Funds Management Company, LLC |
| 17 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 27% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 18 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 27% | 0.90% | Hartford Funds Management Company, LLC |
| 19 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX diff. adviser | 27% | 0.87% | Principal Global Investors, LLC |
| 20 | AB Small Cap Growth Portfolio diff. adviser | 27% | 0.90% | AllianceBernstein L.P. |
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