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 | Baird Chautauqua International Growth Fund · CCWSX, CCWIX | 69% | 0.80% | Robert W. Baird & Co. Incorporated |
| 2 | Calvert Global Equity Fund diff. adviser | 23% | 0.90% | Calvert Research and Management |
| 3 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 22% | 0.52% | Brown Advisory LLC |
| 4 | Transamerica International Focus VP diff. adviser | 22% | 0.84% | Transamerica Asset Management, Inc. |
| 5 | Transamerica International Focus · TGRHX, TGRJX, TGRGX, TGRFX diff. adviser | 22% | 0.82% | Transamerica Asset Management, Inc. |
| 6 | Lazard Equity Megatrends ETF · THMZ diff. adviser | 21% | — | Lazard Asset Management LLC |
| 7 | Virtus SGA International Growth Fund · SCIIX, STITX, SCIZX, VSGEX diff. adviser | 21% | 0.95% | Virtus Investment Advisers, LLC |
| 8 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX diff. adviser | 21% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | Virtus SGA International Growth Series diff. adviser | 21% | 0.85% | Virtus Investment Advisers, LLC |
| 10 | Columbia Select Technology ETF · SEMI cheaper diff. adviser | 20% | 0.75% | Columbia Management Investment Advisers, LLC |
| 11 | Brendan Wood TopGun ETF · BWTG diff. adviser | 20% | 0.95% | Tuttle Capital Management, LLC |
| 12 | Parnassus Value Select ETF · PRVS cheaper diff. adviser | 20% | 0.59% | Parnassus Investments, LLC |
| 13 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 20% | 1.05% | Fidelity Management & Research Company LLC |
| 14 | Parnassus Value Equity Fund · PARWX, PFPWX cheaper diff. adviser | 20% | 0.65% | Parnassus Investments, LLC |
| 15 | Nomura Transformational Technologies ETF · FRWD cheaper | 20% | 0.65% | — |
| 16 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 20% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | State Street(R) SPDR(R) NYSE Technology ETF · XNTK cheaper diff. adviser | 20% | 0.35% | SSGA Funds Management, Inc. |
| 18 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX diff. adviser | 19% | 0.95% | Morgan Stanley Investment Management Inc. |
| 19 | Grizzle Growth ETF · DARP cheaper | 19% | 0.75% | — |
| 20 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX diff. adviser | 19% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
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