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 | AMG Veritas Global Focus Fund · MFQAX, MFQTX cheaper | 87% | 0.88% | AMG Funds LLC |
| 2 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper | 30% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 3 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX cheaper | 26% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 4 | MFG Global Sustainable Fund · FMSGX, FMSRX cheaper | 25% | 0.80% | Frontegra Asset Management, Inc. |
| 5 | Vulcan Value Partners Fund | 24% | — | — |
| 6 | Polen Global Growth Fund · PGIRX, PGIIX cheaper | 23% | 1.01% | Polen Capital Management, L.L.C. |
| 7 | KOVITZ CORE EQUITY ETF · EQTY cheaper | 23% | 0.99% | Kovitz Investment Group Partners, LLC |
| 8 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX cheaper | 23% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper | 22% | 0.76% | Templeton Global Advisors Limited |
| 10 | MFS Global Equity Series cheaper | 21% | 0.92% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | The Beehive ETF · BEEX cheaper | 21% | 0.84% | Tidal Investments LLC |
| 12 | MFS Global Equity Fund · MWEFX, MWELX, MWEBX, MWECX, MWEIX, MWEGX, MEQRX, MWEHX, MWEMX cheaper | 21% | 0.83% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX cheaper | 21% | 0.96% | Voya Investments, LLC |
| 14 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX cheaper | 21% | 0.83% | Morgan Stanley Investment Management Inc. |
| 15 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper | 20% | 0.77% | John Hancock Investment Management LLC |
| 16 | Polen Focus Growth ETF cheaper | 20% | 0.49% | — |
| 17 | Polen Growth Fund · POLRX, POLIX cheaper | 20% | 0.97% | Polen Capital Management, L.L.C. |
| 18 | BlackRock Unconstrained Equity Fund cheaper | 20% | 0.84% | BlackRock Advisors, LLC |
| 19 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX cheaper | 20% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 20 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX cheaper | 20% | 0.82% | Harris Associates L.P. |
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