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 | BNY Mellon International Stock Fund · DISAX, DISCX, DISRX, DISYX cheaper | 38% | 0.88% | BNY Mellon Investment Adviser, Inc. |
| 2 | BNY Mellon Concentrated International ETF · BKCI cheaper diff. adviser | 32% | 0.65% | BNY Mellon ETF Investment Adviser, LLC |
| 3 | Calvert Global Equity Fund diff. adviser | 29% | 0.90% | Calvert Research and Management |
| 4 | NYLI PineStone Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX cheaper diff. adviser | 28% | 0.84% | New York Life Investment Management LLC |
| 5 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX diff. adviser | 27% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Fundsmith Equity ETF | 27% | 1.00% | — |
| 7 | MFS Global Growth Portfolio cheaper diff. adviser | 27% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 25% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper diff. adviser | 25% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | Penn Series Large Cap Growth Fund cheaper diff. adviser | 25% | 0.86% | Penn Mutual Asset Management, LLC |
| 11 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 25% | 0.65% | UBS Asset Management (Americas) LLC |
| 12 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 25% | 0.59% | Calvert Research and Management |
| 13 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX diff. adviser | 24% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 14 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 24% | 0.52% | Brown Advisory LLC |
| 15 | Harbor International Compounders ETF · OSEA cheaper diff. adviser | 24% | 0.55% | Harbor Capital Advisors, Inc. |
| 16 | Harbor International Compounders Fund · HNICX, HSICX, HVICX cheaper diff. adviser | 24% | 0.55% | Harbor Capital Advisors, Inc. |
| 17 | Motley Fool Capital Efficiency 100 Index ETF · TMFE cheaper diff. adviser | 24% | 0.50% | Motley Fool Asset Management |
| 18 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX cheaper diff. adviser | 24% | 0.46% | Franklin Advisers, Inc. |
| 19 | Brown Advisory Global Leaders Fund · BAFLX, BIALX cheaper diff. adviser | 23% | 0.76% | Brown Advisory LLC |
| 20 | Strategic Equity Portfolio · GTCEX cheaper diff. adviser | 23% | 0.89% | Glenmede Investment Management LP |
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