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 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 59% | 0.85% | Columbia Management Investment Advisers, LLC |
| 2 | NYLI VP Small Cap Growth Portfolio cheaper diff. adviser | 52% | 0.85% | New York Life Investment Management LLC |
| 3 | JNL Multi-Manager Small Cap Growth Fund cheaper diff. adviser | 31% | 0.68% | Jackson National Asset Management, LLC |
| 4 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 28% | 0.82% | Loomis, Sayles & Company, L.P. |
| 5 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 28% | 0.88% | Brighthouse Investment Advisers, LLC |
| 6 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 27% | 0.85% | — |
| 7 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 27% | 0.81% | Nuveen Fund Advisors, LLC |
| 8 | Invesco Discovery Fund cheaper diff. adviser | 27% | 0.65% | Invesco Advisers, Inc. |
| 9 | 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 |
| 10 | Developing Growth Portfolio diff. adviser | 27% | 1.04% | Lord, Abbett & Co. LLC |
| 11 | 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 |
| 12 | NVIT Invesco Small Cap Growth Fund diff. adviser | 25% | 1.08% | Nationwide Fund Advisors |
| 13 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 25% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 14 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 25% | 0.80% | Allspring Funds Management, LLC |
| 15 | VOYA SMALLCAP OPPORTUNITIES PORTFOLIO · IVSOX, IVPOX, ISOPX, ISCTX, VRSCX diff. adviser | 24% | 0.91% | Voya Investments, LLC |
| 16 | YORKTOWN SMALL CAP FUND · YOVAX, YOVLX, YOVIX diff. adviser | 24% | 1.38% | Yorktown Management and Research Company, Inc. |
| 17 | Invesco Small Cap Growth Fund · GTSAX, GTSDX, GTSRX, GTSIX, GTSVX, GTSYX, GTSFX cheaper diff. adviser | 24% | 0.75% | Invesco Advisers, Inc. |
| 18 | Allspring VT Small Cap Growth Fund diff. adviser | 24% | 0.92% | Allspring Funds Management, LLC |
| 19 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 24% | 0.94% | Thrivent Financial for Lutherans |
| 20 | Voya Small Cap Growth Fund · TCMSX, VLNPX, VWYIX, VWYFX, VWYGX, VWYKX cheaper diff. adviser | 24% | 0.86% | Voya Investments, LLC |
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