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 | Mast Global Battery Recycling & Production ETF · EV cheaper | 8% | 0.65% | — |
| 2 | MassMutual Select T. Rowe Price Real Assets Fund · MMRFX cheaper | 7% | 0.00% | — |
| 3 | Seven Canyons Strategic Global Fund · WASIX | 7% | 1.41% | — |
| 4 | NexPoint Climate Tech Fund · HSZAX, HSZCX, HSZYX, HSZRX | 6% | 1.50% | — |
| 5 | Pioneer Fund cheaper diff. adviser | 5% | 0.65% | Amundi Asset Management US, Inc. |
| 6 | Pioneer Fund VCT Portfolio cheaper diff. adviser | 5% | 0.80% | Amundi Asset Management US, Inc. |
| 7 | WisdomTree Battery Value Chain and Innovation Fund · WBAT cheaper | 5% | 0.45% | — |
| 8 | AST T. Rowe Price Natural Resources Portfolio diff. adviser | 4% | 1.06% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | PSF NATURAL RESOURCES PORTFOLIO cheaper diff. adviser | 4% | 0.51% | PGIM INVESTMENTS LLC |
| 10 | abrdn Emerging Markets Dividend Fund · JIEIX diff. adviser | 4% | 0.90% | abrdn Inc. |
| 11 | Madison International Stock Fund · MINAX, MINYX diff. adviser | 4% | 1.36% | Madison Asset Management, LLC |
| 12 | International Stock Fund diff. adviser | 3% | 1.17% | Madison Asset Management, LLC |
| 13 | abrdn Focused Emerging Markets ex-China Fund · JETIX, JETAX diff. adviser | 3% | 1.05% | abrdn Inc. |
| 14 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX diff. adviser | 3% | 1.05% | Polen Capital Management, L.L.C. |
| 15 | NYLI Engender Equality ETF · EQUL cheaper | 3% | 0.45% | — |
| 16 | Nationwide Janus Henderson Overseas Fund · (NWAKX), (NWAGX), (NWAHX), (NWAJX) cheaper diff. adviser | 3% | 0.72% | Nationwide Fund Advisors |
| 17 | OTG LATIN AMERICA FUND · OTGAX, OTGIX diff. adviser | 3% | 1.70% | OTG Asset Management, Ltd. |
| 18 | GMO Quality Cyclicals Fund · GMAEX, GMANX, GMAOX cheaper diff. adviser | 2% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 19 | Fidelity Advisor Utilities Fund · FUGAX, FUGCX, FAUFX, FUGIX, FIKIX cheaper diff. adviser | 2% | 0.60% | Fidelity Management & Research Company LLC |
| 20 | Gabelli Capital Asset Fund diff. adviser | 2% | 1.30% | Gabelli Funds, LLC |
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