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 | SBH SMALL CAP GROWTH FUND · WTSGX, WISGX cheaper diff. adviser | 24% | 0.87% | SEGALL BRYANT AND HAMILL LLC |
| 2 | Variable Portfolio - Partners Small Cap Growth Fund cheaper diff. adviser | 24% | 0.85% | Columbia Management Investment Advisers, LLC |
| 3 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX cheaper diff. adviser | 23% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 4 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 23% | 0.85% | — |
| 5 | Emerald Growth Fund cheaper diff. adviser | 22% | 0.78% | Emerald Mutual Fund Advisers Trust |
| 6 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 20% | 0.88% | Putnam Investment Management, LLC |
| 7 | Invesco Discovery Fund cheaper diff. adviser | 20% | 0.65% | Invesco Advisers, Inc. |
| 8 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 20% | 0.76% | Putnam Investment Management, LLC |
| 9 | SmallCap Growth Fund I · PPNMX, PPNPX, PGRTX, PSIJX, PCSMX cheaper diff. adviser | 20% | 0.87% | Principal Global Investors, LLC |
| 10 | First Trust Mid Cap Growth AlphaDEX Fund · FNY cheaper diff. adviser | 19% | 0.73% | First Trust Advisors L.P. |
| 11 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 12 | AVIP BlackRock Advantage Small Cap Growth Portfolio cheaper diff. adviser | 19% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 13 | Nuveen Small/Mid Cap Growth Opportunities Fund · FRSLX, FISGX, FMEFX cheaper diff. adviser | 18% | 0.80% | Nuveen Fund Advisors, LLC |
| 14 | Nuveen Small Cap Growth Opportunities Fund · FRMPX, FIMPX, FMPFX cheaper diff. adviser | 18% | 0.81% | Nuveen Fund Advisors, LLC |
| 15 | WCM Small Cap Growth Fund · WCMLX, WCMNX cheaper diff. adviser | 18% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 16 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX cheaper | 18% | 0.83% | — |
| 17 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 17% | 0.82% | Loomis, Sayles & Company, L.P. |
| 18 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 17% | 0.56% | Mason Street Advisors, LLC |
| 19 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 17% | 0.88% | Brighthouse Investment Advisers, LLC |
| 20 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 17% | 0.65% | Hartford Funds Management Company, LLC |
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