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 | Pioneer Global Sustainable Equity Fund · PRGEX cheaper | 9% | 0.75% | — |
| 2 | Pioneer International Equity Fund cheaper diff. adviser | 9% | 0.76% | Amundi Asset Management US, Inc. |
| 3 | Boston Partners Emerging Markets Fund · BPEMX cheaper | 7% | 1.00% | — |
| 4 | Pioneer Global Sustainable Growth Fund · SUGCX, SUGYX, SUGAX cheaper | 7% | 0.70% | — |
| 5 | Sphere 500 Climate Fund cheaper | 7% | 0.07% | — |
| 6 | Barrow Hanley US Value Opportunities Fund cheaper | 7% | 0.71% | — |
| 7 | Pioneer Fundamental Growth Fund cheaper | 6% | 0.66% | — |
| 8 | MFS Prudent Investor Fund · FPPAX, FPPDX, FPPEX, FPPJX, FPPRX, FPPSX, FPPQX, FPPUX, FPPVX cheaper diff. adviser | 6% | 0.95% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | Nationwide Nasdaq-100 Risk-Managed Income ETF cheaper diff. adviser | 6% | 0.68% | Nationwide Fund Advisors |
| 10 | Clough Hedged Equity ETF diff. adviser | 6% | 2.59% | Clough Capital Partners, LP |
| 11 | Leuthold Select Industries Fund cheaper | 6% | 1.50% | — |
| 12 | Pioneer Disciplined Growth Fund cheaper | 6% | 0.83% | — |
| 13 | Barrow Hanley International Value Fund cheaper | 6% | 0.86% | — |
| 14 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 5% | 0.32% | — |
| 15 | T. Rowe Price Institutional International Disciplined Equity Fund · RPICX cheaper | 5% | 0.75% | — |
| 16 | Fidelity SAI Sustainable Future Fund · FIDHX cheaper | 5% | 0.60% | — |
| 17 | Global X Nasdaq 100 ESG Covered Call ETF cheaper diff. adviser | 5% | 0.61% | Global X Management Company LLC |
| 18 | ClearBridge All Cap Value Fund cheaper | 5% | 0.70% | — |
| 19 | Science & Technology Fund cheaper | 5% | 1.04% | — |
| 20 | Allspring Global Long/Short Equity Fund · ASGCX, AGAWX, AGAZX, AGAQX diff. adviser | 5% | 2.67% | Allspring Funds Management, LLC |
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