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 | Templeton Growth Fund, Inc. · TEPLX, TGADX, TEGRX, FTGFX, FTGQX cheaper diff. adviser | 19% | 0.73% | Templeton Global Advisors Limited |
| 2 | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 19% | — | — |
| 3 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 18% | 0.76% | Templeton Global Advisors Limited |
| 4 | Venerable World Equity Fund cheaper diff. adviser | 18% | 0.85% | Venerable Investment Advisers, LLC |
| 5 | MFS Global Research Portfolio cheaper diff. adviser | 18% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Old Westbury Large Cap Strategies Fund · OWLSX diff. adviser | 17% | 1.10% | Bessemer Investment Management LLC |
| 7 | Global Equity Fund · RGEAX, RGECX, RGESX, RLGYX, RGLRX, RGDTX cheaper diff. adviser | 17% | 0.78% | Russell Investment Management, LLC |
| 8 | Templeton Growth VIP Fund diff. adviser | 17% | 0.87% | Templeton Global Advisors Limited |
| 9 | Calamos Antetokounmpo Global Sustainable Equities ETF diff. adviser | 17% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
| 10 | EQ/Global Equity Managed Volatility Portfolio cheaper diff. adviser | 17% | 0.85% | Equitable Investment Management Group, LLC |
| 11 | Capital Group Global Growth Equity ETF · CGGO cheaper diff. adviser | 17% | 0.47% | Capital Research and Management Company |
| 12 | Russell Investments Global Equity ETF · RGLO cheaper diff. adviser | 17% | 0.49% | Russell Investment Management, LLC |
| 13 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX cheaper diff. adviser | 17% | 0.77% | Nationwide Fund Advisors |
| 14 | MML Global Fund cheaper diff. adviser | 16% | 0.81% | MML Investment Advisers, LLC |
| 15 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 16% | 0.93% | MML Investment Advisers, LLC |
| 16 | JNL/Invesco Global Growth Fund cheaper diff. adviser | 16% | 0.67% | Jackson National Asset Management, LLC |
| 17 | EQ/Invesco Global Portfolio cheaper diff. adviser | 16% | 0.85% | Equitable Investment Management Group, LLC |
| 18 | Invesco Global Equity Portfolio cheaper diff. adviser | 16% | 0.58% | Brighthouse Investment Advisers, LLC |
| 19 | Capital World Growth & Income Fund · CWGIX, RWIAX, RWIBX, RWICX, RWIEX, RWIFX, CWGCX, CWGFX, CWIAX, CWICX, CWIEX, CWIFX, WGIFX, RWIGX, RWBEX, RWIHX, FWGIX, TCWWX, TCWGX, FCWGX, FWCGX cheaper diff. adviser | 16% | 0.41% | Capital Research and Management Company |
| 20 | Thornburg Summit Fund · TSAMX, TSUMX cheaper diff. adviser | 16% | 0.70% | Thornburg Investment Management, Inc. |
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