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 | LVIP BlackRock Equity Dividend Fund cheaper diff. adviser | 13% | 0.65% | Lincoln Financial Investments Corporation |
| 2 | Columbia International Dividend Income Fund · CSVAX, CSVFX, CLSYX, CADPX, CSVEX cheaper | 12% | 0.77% | — |
| 3 | BlackRock Equity Dividend Fund cheaper diff. adviser | 12% | 0.59% | BlackRock Advisors, LLC |
| 4 | Lord Abbett International Equity Fund · LICAX, LICCX, LICPX, LICYX, LICFX, LICQX, LICRX, LICSX, LICTX, LICVX, LICOX cheaper diff. adviser | 11% | 0.62% | Lord, Abbett & Co. LLC |
| 5 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX cheaper diff. adviser | 11% | 0.77% | Nationwide Fund Advisors |
| 6 | Dividend Value Fund · VCIGX cheaper diff. adviser | 11% | 0.67% | The Variable Annuity Life Insurance Company |
| 7 | Thornburg Summit Fund · TSAMX, TSUMX cheaper diff. adviser | 11% | 0.70% | Thornburg Investment Management, Inc. |
| 8 | Guardian Large Cap Disciplined Value VIP Fund cheaper diff. adviser | 11% | 0.97% | Park Avenue Institutional Advisers LLC |
| 9 | Disciplined Value Fund · JVLAX, JVLCX, JVLIX, JDVFX, JDVVX, JDVNX, JDVWX, JDVPX cheaper diff. adviser | 11% | 0.60% | John Hancock Investment Management LLC |
| 10 | Dodge & Cox Global Stock Fund · DODWX, DOXWX cheaper diff. adviser | 11% | 0.52% | Dodge & Cox |
| 11 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX cheaper diff. adviser | 11% | 0.87% | Columbia Management Investment Advisers, LLC |
| 12 | International Strategic Equities Portfolio · STESX, STEYX, STEZX cheaper diff. adviser | 11% | 0.70% | AllianceBernstein L.P. |
| 13 | Knights of Columbus International Equity Fund · KCIIX, KCISX, KCIVX diff. adviser | 11% | 1.10% | Knights of Columbus Asset Advisors LLC |
| 14 | Fidelity Global Equity Income Fund · FGILX, FGEHX, FGEKX, FGEEX, FGEGX, FGEJX cheaper diff. adviser | 10% | 0.82% | Fidelity Management & Research Company LLC |
| 15 | JPMorgan Dividend Leaders ETF · JDIV cheaper diff. adviser | 10% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 16 | BlackRock Basic Value V.I. Fund cheaper diff. adviser | 10% | 0.72% | BlackRock Advisors, LLC |
| 17 | Global Growth Fund cheaper diff. adviser | 10% | 0.41% | Capital Research and Management Company |
| 18 | Passport Overseas Equity Portfolio · MSACX, MSIBX, MSLLX, MSAAX, MAIJX, MAIHX cheaper diff. adviser | 10% | 0.85% | Morgan Stanley Investment Management Inc. |
| 19 | Clough Global Equity Fund | 10% | — | — |
| 20 | T. Rowe Price Global Stock Fund · PRGSX, PAGSX, TRGLX cheaper diff. adviser | 10% | 0.66% | T. Rowe Price Associates, Inc. |
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