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 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 37% | 0.68% | Jackson National Asset Management, LLC |
| 2 | Victory RS Small Cap Growth Fund · RSEGX, REGWX, RSYEX, RSEJX diff. adviser | 27% | 1.06% | Victory Capital Management Inc. |
| 3 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 26% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 4 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 25% | 0.92% | Allspring Funds Management, LLC |
| 5 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 25% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 6 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 25% | 0.80% | Nuveen Fund Advisors, LLC |
| 7 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 25% | 0.80% | Allspring Funds Management, LLC |
| 8 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 24% | 0.81% | Nuveen Fund Advisors, LLC |
| 9 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 23% | 0.88% | Putnam Investment Management, LLC |
| 10 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 23% | 0.78% | AllianceBernstein L.P. |
| 11 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 23% | 0.76% | Putnam Investment Management, LLC |
| 12 | Invesco Discovery Fund cheaper diff. adviser | 23% | 0.65% | Invesco Advisers, Inc. |
| 13 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 23% | 0.85% | Columbia Management Investment Advisers, LLC |
| 14 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 22% | 0.83% | — |
| 15 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 22% | 0.87% | Principal Global Investors, LLC |
| 16 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 22% | 0.86% | Voya Investments, LLC |
| 17 | NVIT Invesco Small Cap Growth Fund diff. adviser | 21% | 1.08% | Nationwide Fund Advisors |
| 18 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 21% | 0.85% | — |
| 19 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 21% | 0.75% | Invesco Advisers, Inc. |
| 20 | AB Small Cap Growth Portfolio cheaper diff. adviser | 21% | 0.90% | AllianceBernstein L.P. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.