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 | LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC | 77% | — | — |
| 2 | Lazard Equity Megatrends ETF · THMZ | 34% | — | Lazard Asset Management LLC |
| 3 | MFS Massachusetts Investors Growth Stock Fund · MIGFX, MIGHX, MIGKX, MIGBX, MIGDX, MGTIX, MIGMX, MIRGX, MIGNX cheaper diff. adviser | 32% | 0.37% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 31% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Penn Series Large Cap Growth Fund diff. adviser | 31% | 0.86% | Penn Mutual Asset Management, LLC |
| 6 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 29% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 7 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX cheaper | 29% | 0.70% | Lazard Asset Management LLC |
| 8 | MFS Global Growth Portfolio diff. adviser | 29% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 9 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX cheaper diff. adviser | 29% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 10 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper diff. adviser | 29% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 11 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 29% | 0.96% | Voya Investments, LLC |
| 12 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 28% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 13 | Appreciation Portfolio diff. adviser | 28% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 14 | Penn Series Large Core Growth Fund diff. adviser | 28% | 0.85% | Penn Mutual Asset Management, LLC |
| 15 | Nomura VIP Growth Equity Series cheaper diff. adviser | 28% | 0.75% | Macquarie Investment Management Business Trust |
| 16 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 28% | 0.64% | Pear Tree Advisors Inc. |
| 17 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 28% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 18 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 28% | 0.56% | Macquarie Investment Management Business Trust |
| 19 | SFT Macquarie Growth Fund diff. adviser | 28% | 0.95% | Securian Asset Management, Inc. |
| 20 | Nomura VIP Growth Series diff. adviser | 28% | 1.00% | Macquarie Investment Management Business Trust |
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