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 | JPMorgan Climate Change Solutions ETF · TEMP cheaper diff. adviser | 25% | 0.49% | J.P. Morgan Investment Management, Inc. |
| 2 | Calamos Antetokounmpo Global Sustainable Equities ETF diff. adviser | 23% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
| 3 | Fidelity Climate Action Fund · FCAJX, FCAOX, FCALX, FCAUX, FCLZX, FCAEX diff. adviser | 22% | 0.90% | Fidelity Management & Research Company LLC |
| 4 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 21% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 5 | AMG Boston Common Global Impact Fund · BRWIX | 20% | 0.93% | — |
| 6 | ClearBridge Sustainability Leaders Fund · CLSUX, CAABX, LCSTX, CBSLX, LCISX, LCILX diff. adviser | 20% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Rockefeller Climate Solutions Fund · RKCIX, RKCAX diff. adviser | 19% | 0.99% | Rockefeller & Co. LLC |
| 8 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX diff. adviser | 19% | 0.77% | Nationwide Fund Advisors |
| 9 | Fidelity Environment and Alternative Energy Fund · FSLEX diff. adviser | 19% | 0.69% | Fidelity Management & Research Company LLC |
| 10 | Lazard Equity Megatrends ETF · THMZ diff. adviser | 19% | — | Lazard Asset Management LLC |
| 11 | SA MFS Massachusetts Investors Trust Portfolio cheaper diff. adviser | 18% | 0.68% | SunAmerica Asset Management, LLC |
| 12 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 18% | 0.66% | New York Life Investment Management LLC |
| 13 | MML Sustainable Equity Fund cheaper diff. adviser | 18% | 0.57% | MML Investment Advisers, LLC |
| 14 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper diff. adviser | 18% | 0.47% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 18% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | MFS Global Research Portfolio diff. adviser | 18% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 17% | 0.13% | SSGA Funds Management, Inc. |
| 18 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 17% | 0.85% | SSGA Funds Management, Inc. |
| 19 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 17% | 0.38% | SSGA Funds Management, Inc. |
| 20 | MFS Investors Trust Series diff. adviser | 17% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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