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 Small Company Growth Portfolio | 78% | — | Allspring Funds Management, LLC |
| 2 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 65% | 0.84% | Empower Capital Management, LLC |
| 3 | Optimum Small-Mid Cap Growth Fund · OASGX, OCSGX, OISGX diff. adviser | 49% | 1.19% | Macquarie Investment Management Business Trust |
| 4 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 26% | 0.82% | Loomis, Sayles & Company, L.P. |
| 5 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 26% | 0.88% | Brighthouse Investment Advisers, LLC |
| 6 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 26% | 0.76% | Macquarie Investment Management Business Trust |
| 7 | SFT Macquarie Small Cap Growth Fund diff. adviser | 26% | 1.31% | Securian Asset Management, Inc. |
| 8 | Nomura VIP Small Cap Growth Series diff. adviser | 26% | 0.89% | Macquarie Investment Management Business Trust |
| 9 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC diff. adviser | 25% | 0.95% | First Trust Advisors L.P. |
| 10 | MFS New Discovery Series diff. adviser | 24% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper diff. adviser | 24% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | The Hartford Small Cap Growth Fund · HSLAX, HSLCX, HSLYX, HSLIX, HSLRX, HSLSX, HSLTX, HSLVX, HSLFX diff. adviser | 23% | 0.90% | Hartford Funds Management Company, LLC |
| 13 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 23% | 0.81% | Nuveen Fund Advisors, LLC |
| 14 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 23% | 0.56% | Mason Street Advisors, LLC |
| 15 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX diff. adviser | 23% | 0.86% | Voya Investments, LLC |
| 16 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 23% | 0.65% | Hartford Funds Management Company, LLC |
| 17 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 22% | 0.85% | Columbia Management Investment Advisers, LLC |
| 18 | AB Small Cap Growth Portfolio · QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX cheaper diff. adviser | 21% | 0.78% | AllianceBernstein L.P. |
| 19 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX diff. adviser | 21% | 0.87% | Principal Global Investors, LLC |
| 20 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 21% | 0.68% | Jackson National Asset Management, LLC |
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