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 | Kirr, Marbach Partners Value Fund · KMVAX diff. adviser | 13% | 1.35% | Kirr, Marbach & Company, LLC |
| 2 | Carbon Collective Climate Solutions U.S. Equity ETF · CCSO cheaper | 12% | 0.35% | — |
| 3 | Franklin Mutual U.S. Mid Cap Value Fund · FRBSX, FCBSX, FBSAX, FBSRX, FBSIX cheaper diff. adviser | 11% | 0.57% | Franklin Mutual Advisers, LLC |
| 4 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX cheaper diff. adviser | 11% | 0.70% | New York Life Investment Management LLC |
| 5 | Hartford Climate Opportunities Fund · HEOMX, HEONX, HEOIX, HEORX, HEOSX, HEOTX, HEOVX, HEOYX, HEOFX cheaper diff. adviser | 10% | 0.69% | Hartford Funds Management Company, LLC |
| 6 | Neuberger Berman Multi-Cap Opportunities Fund · NMUAX, NMUCX, NMULX, NMUEX cheaper diff. adviser | 10% | 0.13% | Neuberger Berman Investment Advisers LLC |
| 7 | Fidelity Environment and Alternative Energy Fund · FSLEX cheaper diff. adviser | 10% | 0.69% | Fidelity Management & Research Company LLC |
| 8 | Gabelli Love Our Planet & People ETF · LOPP cheaper diff. adviser | 10% | 0.00% | Gabelli Funds, LLC |
| 9 | JNL/WMC Value Fund cheaper diff. adviser | 10% | 0.49% | Jackson National Asset Management, LLC |
| 10 | EQ/AB Sustainable U.S. Thematic Portfolio cheaper diff. adviser | 10% | 0.75% | Equitable Investment Management Group, LLC |
| 11 | Franklin Mutual Shares VIP Fund cheaper diff. adviser | 9% | 0.69% | Franklin Mutual Advisers, LLC |
| 12 | Columbia Integrated Large Cap Value Fund · ILVFX, ILVBX cheaper diff. adviser | 9% | 0.41% | Columbia Management Investment Advisers, LLC |
| 13 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX cheaper diff. adviser | 9% | 0.70% | Franklin Mutual Advisers, LLC |
| 14 | Brookfield Next Generation Infrastructure Fund · GRSIX, GRSAX, GRSCX cheaper diff. adviser | 9% | 1.00% | Brookfield Public Securities Group LLC |
| 15 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX cheaper diff. adviser | 9% | 0.61% | Voya Investments, LLC |
| 16 | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund · GRID cheaper | 9% | 0.56% | — |
| 17 | MML Income & Growth Fund cheaper diff. adviser | 9% | 0.73% | MML Investment Advisers, LLC |
| 18 | Congress Mid Cap Growth Fund · CMIDX, IMIDX cheaper diff. adviser | 9% | 0.82% | Congress Asset Management Company |
| 19 | William Blair Small-Mid Cap Growth Fund · WSMNX, WSMDX, WSMRX cheaper diff. adviser | 9% | 0.94% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 20 | Eaton Vance Focused Value Opportunities Fund · EAFVX, ECFVX, EIFVX cheaper diff. adviser | 9% | 0.74% | Eaton Vance Management |
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