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 | Eaton Vance Global Equity Income Fund · EADIX, ECDIX, EIDIX cheaper diff. adviser | 64% | 0.91% | Eaton Vance Management |
| 2 | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 61% | — | — |
| 3 | Eaton Vance Tax-Advantaged Global Dividend Income Fund | 60% | — | — |
| 4 | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 54% | — | — |
| 5 | Eaton Vance Multi-Asset Credit Fund · EAAMX, EIAMX, ECAMX cheaper diff. adviser | 27% | 0.67% | Eaton Vance Management |
| 6 | Calvert Global Equity Fund cheaper diff. adviser | 26% | 0.90% | Calvert Research and Management |
| 7 | BlackRock ESG Capital Allocation Term Trust | 26% | — | — |
| 8 | Russell Investments Global Equity ETF · RGLO cheaper diff. adviser | 25% | 0.49% | Russell Investment Management, LLC |
| 9 | Venerable World Equity Fund cheaper diff. adviser | 25% | 0.85% | Venerable Investment Advisers, LLC |
| 10 | 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 | 25% | 0.41% | Capital Research and Management Company |
| 11 | SA Fidelity Institutional AM Global Equities Portfolio cheaper diff. adviser | 25% | 0.80% | SunAmerica Asset Management, LLC |
| 12 | American Funds Global Insight Fund · RGLGX, CGVYX, RGLFX, RGLEX, RGLDX, RGLHX, AGVTX, RGLBX, RGLAX, AGVHX, AGVGX, AGVEX, AGVDX, AGVFX, CGVTX, CGVFX, CGVEX, CGVBX, RGLJX, CGVGX, CGVHX cheaper diff. adviser | 25% | 0.45% | Capital Research and Management Company |
| 13 | Global Equity Fund · RGEAX, RGECX, RGESX, RLGYX, RGLRX, RGDTX cheaper diff. adviser | 25% | 0.78% | Russell Investment Management, LLC |
| 14 | Capital World Growth & Income Fund cheaper diff. adviser | 24% | 0.42% | Capital Research and Management Company |
| 15 | Old Westbury Large Cap Strategies Fund · OWLSX diff. adviser | 24% | 1.10% | Bessemer Investment Management LLC |
| 16 | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 24% | — | — |
| 17 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 24% | 0.25% | BlackRock Fund Advisors |
| 18 | Sustainable Aware Equity Fund · REUYX, REQAX, REQCX, REQTX, RUDRX, RDFUX cheaper diff. adviser | 24% | 0.85% | Russell Investment Management, LLC |
| 19 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 24% | 0.09% | DBX Advisors LLC |
| 20 | Old Westbury Total Equity Fund · OWTEX diff. adviser | 23% | 0.99% | Bessemer Investment Management LLC |
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