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 | William Blair Small-Mid Cap Core Fund · WBCIX, WBCRX cheaper | 38% | 0.90% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 2 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX | 34% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 3 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 19% | 0.03% | Carillon Tower Advisers, Inc. |
| 4 | THRIVENT SMALL CAP GROWTH FUND · TSCGX diff. adviser | 19% | 0.95% | Thrivent Asset Management, LLC |
| 5 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 19% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 6 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 19% | 0.86% | Voya Investments, LLC |
| 7 | Artisan Small Cap Fund · ARTSX, APHSX, APDSX diff. adviser | 19% | 1.02% | Artisan Partners Limited Partnership |
| 8 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 19% | 0.88% | Brighthouse Investment Advisers, LLC |
| 9 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX cheaper diff. adviser | 18% | 0.91% | Voya Investments, LLC |
| 10 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX cheaper diff. adviser | 18% | 0.88% | MML Investment Advisers, LLC |
| 11 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 17% | 0.85% | New York Life Investment Management LLC |
| 12 | American Century Small Cap Growth Insights ETF · ACSG cheaper | 17% | 0.49% | — |
| 13 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 17% | 0.56% | Mason Street Advisors, LLC |
| 14 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 17% | 0.65% | Hartford Funds Management Company, LLC |
| 15 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 17% | 0.85% | Columbia Management Investment Advisers, LLC |
| 16 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 17% | 0.82% | Loomis, Sayles & Company, L.P. |
| 17 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 17% | 1.06% | Victory Capital Management Inc. |
| 18 | Small Cap Growth Fund · VVSGX cheaper diff. adviser | 16% | 0.88% | The Variable Annuity Life Insurance Company |
| 19 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX cheaper diff. adviser | 16% | 0.90% | Hartford Funds Management Company, LLC |
| 20 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 16% | 0.67% | AMG Funds LLC |
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