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 | Fidelity Advisor Real Estate Fund · FHEAX, FHECX, FHETX, FHEIX, FIKJX cheaper | 58% | 0.63% | Fidelity Management & Research Company LLC |
| 2 | AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. · AREAX, ARECX, ARSYX, ARRRX, ARRKX, AEEIX | 47% | 1.60% | AllianceBernstein L.P. |
| 3 | Goldman Sachs Global Real Estate Securities Fund | 47% | 0.94% | Goldman Sachs Asset Management, L.P. |
| 4 | Neuberger Berman Global Real Estate ETF · NBGR cheaper | 44% | 0.74% | — |
| 5 | NYLI CBRE NextGen Real Estate ETF · ROOF cheaper | 37% | 0.60% | — |
| 6 | AST Cohen & Steers Realty Portfolio | 35% | 1.12% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 7 | Goldman Sachs Future Real Estate and Infrastructure Equity ETF · GREI cheaper | 29% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 8 | MassMutual Select T. Rowe Price Real Assets Fund · MMRFX cheaper | 20% | 0.00% | — |
| 9 | JPMorgan Sustainable Infrastructure ETF cheaper | 20% | 0.49% | J.P. Morgan Investment Management, Inc. |
| 10 | Altegris/AACA Opportunistic Real Estate Fund | 19% | 2.45% | Altegris Advisors, LLC |
| 11 | DSS AmericaFirst Income Fund · AFPAX, AFPUX, AFPIX | 7% | 2.50% | AmericaFirst Wealth Management, Inc. |
| 12 | Macquarie Multi-Asset Income Fund cheaper | 6% | 0.65% | — |
| 13 | RiverNorth Patriot ETF cheaper | 3% | 0.70% | TrueMark Investments, LLC |
| 14 | Harbor Human Capital Factor Unconstrained ETF · HAPY cheaper | 3% | 0.50% | Harbor Capital Advisors, Inc. |
| 15 | JPMorgan U.S. Applied Data Science Value Fund · JPIVX, JIVAX, JIVCX, JIVRX, JIVZX, JIVMX cheaper | 3% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 16 | Milliman - Capital Group Hedged U.S. Income and Growth Fund | 3% | 1.09% | Milliman Financial Risk Management LLC |
| 17 | Quality Dividend Fund | 3% | 0.99% | — |
| 18 | NYLI Engender Equality ETF · EQUL cheaper | 3% | 0.45% | — |
| 19 | MassMutual Mid Cap Value Fund cheaper | 3% | 0.69% | — |
| 20 | Tuttle Capital Shareholders First Index ETF cheaper | 3% | 0.75% | — |
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