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 | GMO Quality Cyclicals Fund · GMAEX, GMANX, GMAOX cheaper diff. adviser | 12% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 2 | Victory Pioneer Global Growth Fund cheaper | 10% | 0.70% | — |
| 3 | Pioneer Global Sustainable Growth Fund · SUGCX, SUGYX, SUGAX cheaper | 9% | 0.70% | — |
| 4 | Janus Henderson International Sustainable Equity ETF cheaper | 8% | 0.60% | — |
| 5 | Pioneer Global Sustainable Equity Fund · PRGEX cheaper | 7% | 0.75% | — |
| 6 | AST MFS Global Equity Portfolio diff. adviser | 7% | 1.12% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 7 | Ensemble Fund | 7% | 1.00% | — |
| 8 | Ninety One Global Franchise Fund cheaper diff. adviser | 7% | 0.85% | Ninety One North America, Inc. |
| 9 | AB International Low Volatility Equity Portfolio cheaper | 7% | 0.75% | — |
| 10 | Mercer Global Low Volatility Equity Fund · MGLPX, MGLSX, MGLYX, MGLVX cheaper | 7% | 0.32% | — |
| 11 | Alpha Dog ETF cheaper | 6% | 0.90% | — |
| 12 | Boston Partners Global Long/Short Fund · BGLSX, BGRSX diff. adviser | 6% | 1.80% | Boston Partners Global Investors, Inc. |
| 13 | Ninety One International Franchise Fund cheaper diff. adviser | 6% | 0.85% | Ninety One North America, Inc. |
| 14 | ALPS Global Travel Beneficiaries ETF · JRNY cheaper | 6% | 0.65% | — |
| 15 | Global Thematic Opportunities Fund cheaper diff. adviser | 6% | 0.85% | John Hancock Investment Management LLC |
| 16 | Scharf Global Opportunity Fund · WRLDX cheaper | 6% | 0.63% | — |
| 17 | JPMorgan BetaBuilders U.S. TIPS 0-5 Year ETF cheaper | 5% | 0.07% | — |
| 18 | Legal & General Commodity Strategy Fund · LCOWX, LCOIX, LCOMX cheaper diff. adviser | 5% | 0.15% | LEGAL & GENERAL Investment Management America Inc. |
| 19 | NYLI Cleaner Transport ETF · CLNR cheaper | 5% | 0.45% | — |
| 20 | SA T. Rowe Price Growth Stock Portfolio cheaper diff. adviser | 5% | 0.87% | SunAmerica Asset Management, LLC |
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