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 | Allspring VT Small Cap Growth Fund | 85% | 0.92% | Allspring Funds Management, LLC |
| 2 | Allspring VT Discovery SMID Cap Growth Fund | 49% | 1.15% | Allspring Funds Management, LLC |
| 3 | Allspring SMID Cap Growth Fund · WFDDX, WFDSX, WFDAX, WDSCX, WFDRX cheaper | 49% | 0.79% | Allspring Funds Management, LLC |
| 4 | NVIT Allspring Discovery Fund diff. adviser | 46% | 0.83% | Nationwide Fund Advisors |
| 5 | Columbia Small Cap Growth Fund · CGOAX, CGOCX, CMSCX, CSGYX, CCRIX, CSCRX, CMSHX | 29% | 0.83% | — |
| 6 | Columbia Variable Portfolio - Small Company Growth Fund diff. adviser | 29% | 0.87% | Columbia Management Investment Advisers, LLC |
| 7 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 29% | 0.86% | Voya Investments, LLC |
| 8 | Developing Growth Portfolio diff. adviser | 28% | 1.04% | Lord, Abbett & Co. LLC |
| 9 | Putnam VT Small Cap Growth Fund diff. adviser | 27% | 0.88% | Putnam Investment Management, LLC |
| 10 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper diff. adviser | 27% | 0.60% | Lord, Abbett & Co. LLC |
| 11 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 27% | 0.76% | Putnam Investment Management, LLC |
| 12 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 26% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 26% | 0.82% | Loomis, Sayles & Company, L.P. |
| 14 | ClearBridge Variable Small Cap Growth Portfolio · QLMSIX, QLMSTX diff. adviser | 25% | 0.80% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 25% | 0.88% | Brighthouse Investment Advisers, LLC |
| 16 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX diff. adviser | 25% | 0.80% | Harbor Capital Advisors, Inc. |
| 17 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 25% | 0.91% | Voya Investments, LLC |
| 18 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 25% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 19 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX diff. adviser | 25% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 20 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX diff. adviser | 24% | 0.81% | Nuveen Fund Advisors, LLC |
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