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 | Calamos Global Opportunities Fund · CVLOX, CVLCX, CGCIX cheaper | 65% | 0.97% | Calamos Advisors LLC |
| 2 | Calamos International Growth Fund · CIGRX, CIGCX, CIGIX, CIGOX cheaper | 48% | 0.86% | Calamos Advisors LLC |
| 3 | CALAMOS GLOBAL TOTAL RETURN FUND | 45% | — | — |
| 4 | Calamos Global Dynamic Income Fund | 44% | — | — |
| 5 | T. Rowe Price Global Stock Fund · PRGSX, PAGSX, TRGLX cheaper diff. adviser | 34% | 0.66% | T. Rowe Price Associates, Inc. |
| 6 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX cheaper diff. adviser | 31% | 0.77% | Nationwide Fund Advisors |
| 7 | NYLI Global Equity R&D Leaders ETF · WRND cheaper diff. adviser | 30% | 0.18% | New York Life Investment Management LLC |
| 8 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 30% | 0.76% | Templeton Global Advisors Limited |
| 9 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper diff. adviser | 29% | 0.58% | Lord, Abbett & Co. LLC |
| 10 | Franklin Focused Growth ETF cheaper diff. adviser | 29% | 0.55% | Franklin Advisers, Inc. |
| 11 | Roundhill Generative Ai & Technology ETF · CHAT cheaper diff. adviser | 29% | 0.75% | Tidal Investments LLC |
| 12 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX cheaper diff. adviser | 29% | 1.05% | Fidelity Management & Research Company LLC |
| 13 | iShares Technology Opportunities Active ETF cheaper diff. adviser | 29% | 0.75% | BlackRock Fund Advisors |
| 14 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 29% | 0.61% | Invesco Advisers, Inc. |
| 15 | Invesco V.I. American Franchise Fund cheaper diff. adviser | 28% | 0.85% | Invesco Advisers, Inc. |
| 16 | Schwab Select Large Cap Growth Fund · LGILX cheaper diff. adviser | 28% | 0.73% | Charles Schwab Investment Management, Inc. |
| 17 | VIP Growth Portfolio · QVG2Q cheaper diff. adviser | 28% | 0.56% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Growth Discovery Fund · FDSVX, FGDKX cheaper diff. adviser | 28% | 0.54% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Equity Growth K6 Fund · FEGKX cheaper diff. adviser | 28% | 0.45% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Advisor Equity Growth Fund · EPGAX, EPGCX, FAEGX, EQPGX, FZAFX cheaper diff. adviser | 28% | 0.54% | Fidelity Management & Research Company LLC |
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