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 | Neuberger Berman Small-Mid Cap ETF · NBSM | 6% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 2 | Neuberger Berman Emerging Markets Equity Fund · NEMAX, NEMCX, NEMIX, NEMRX, NREMX | 4% | 0.89% | Neuberger Berman Investment Advisers LLC |
| 3 | ELFUN DIVERSIFIED FUND · ELDFX cheaper | 3% | 0.33% | SSGA Funds Management, Inc. |
| 4 | Neuberger Berman Dividend Growth Fund · NDGAX, NDGCX, NDGIX, NRDGX cheaper | 2% | 0.60% | Neuberger Berman Investment Advisers LLC |
| 5 | GMO Asset Allocation Bond Fund · GMOBX, GABFX cheaper | 2% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 6 | ELFUN INTERNATIONAL EQUITY FUND · EGLBX cheaper | 2% | 0.38% | SSGA Funds Management, Inc. |
| 7 | Neuberger Berman Equity Income Fund · NBHAX, NBHCX, NBHIX, NBHRX, NBHEX cheaper | 2% | 0.06% | Neuberger Berman Investment Advisers LLC |
| 8 | GMO Domestic Resilience ETF · DRES cheaper | 1% | 0.50% | — |
| 9 | GMO Multi-Sector Fixed Income Fund · GUGAX, GPBFX cheaper | 1% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 10 | Neuberger Berman Quality Equity Fund · NBSRX, NBSTX, NBSLX, NRACX, NRARX, NRAAX, NRSRX cheaper | 1% | 0.05% | Neuberger Berman Investment Advisers LLC |
| 11 | GMO Strategic Opportunities Allocation Fund · GBATX | 1% | 0.84% | Grantham Mayo van Otterloo & Co LLC |
| 12 | Neuberger Berman Intrinsic Value Fund · NINAX, NINCX, NINLX, NRINX | 1% | 0.86% | Neuberger Berman Investment Advisers LLC |
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