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 | Tortoise Sustainable and Social Impact Term Fund | 10% | — | — |
| 2 | Cromwell Balanced Fund · CSBNX, CSBIX cheaper | 8% | 1.10% | Cromwell Investment Advisors, LLC |
| 3 | Tortoise Energy Infrastructure and Income Fund cheaper | 8% | 1.12% | Tortoise Capital Advisors, LLC |
| 4 | VanEck Green Infrastructure ETF · RNEW cheaper | 7% | 0.47% | — |
| 5 | Fidelity Advisor Energy Fund · FANAX, FNRCX, FAGNX, FANIX, FIKAX cheaper | 7% | 0.58% | Fidelity Management & Research Company LLC |
| 6 | Optica Rare Earths & Critical Materials ETF · CRIT cheaper | 6% | 0.85% | Exchange Traded Concepts, LLC |
| 7 | KraneShares Rockefeller Ocean Engagement ETF · KSEA cheaper | 6% | 0.86% | Krane Funds Advisors, LLC |
| 8 | Goldman Sachs Future Planet Equity ETF · GSFP cheaper | 6% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 9 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper | 5% | 0.81% | Brown Brothers Harriman & Co. |
| 10 | Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares · EVAV cheaper | 5% | 0.98% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Pioneer Fund cheaper | 5% | 0.65% | Amundi Asset Management US, Inc. |
| 12 | Pioneer Fund VCT Portfolio cheaper | 5% | 0.80% | Amundi Asset Management US, Inc. |
| 13 | THRIVENT MID CAP VALUE FUND · TMCVX cheaper | 5% | 0.90% | Thrivent Asset Management, LLC |
| 14 | Touchstone ETF Trust-Touchstone Climate Transition ETF · HEAT cheaper | 5% | 0.69% | Touchstone Advisors, Inc. |
| 15 | Impax Global Sustainable Infrastructure Fund · PXDIX, PAXDX cheaper | 4% | 0.65% | Impax Asset Management LLC |
| 16 | Pioneer International Equity Fund cheaper | 4% | 0.76% | Amundi Asset Management US, Inc. |
| 17 | Tortoise Energy Infrastructure Total Return Fund cheaper | 4% | 0.92% | Tortoise Capital Advisors, LLC |
| 18 | Victory RS Small Cap Equity Fund cheaper | 4% | 1.10% | Victory Capital Management Inc. |
| 19 | THRIVENT CORE MID CAP VALUE FUND cheaper | 4% | 0.05% | Thrivent Asset Management, LLC |
| 20 | Tortoise North American Pipeline Fund cheaper | 4% | 0.40% | Tortoise Index Solutions, LLC |
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