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 | Nomura VIP Global Growth Series | 100% | 1.04% | Macquarie Investment Management Business Trust |
| 2 | Nomura Asset Strategy Fund · WASAX, WASCX, WASYX, IVAEX, IASRX, IASTX | 60% | 0.77% | Macquarie Investment Management Business Trust |
| 3 | Nomura VIP Asset Strategy Series cheaper | 58% | 0.60% | Macquarie Investment Management Business Trust |
| 4 | MFS Global Research Portfolio diff. adviser | 35% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper | 34% | 0.67% | Macquarie Investment Management Business Trust |
| 6 | Nomura VIP Core Equity Series | 34% | 0.95% | Macquarie Investment Management Business Trust |
| 7 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX diff. adviser | 33% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 8 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX diff. adviser | 33% | 0.77% | Nationwide Fund Advisors |
| 9 | Putnam Sustainable Leaders ETF cheaper diff. adviser | 33% | 0.59% | Putnam Investment Management, LLC |
| 10 | AMCAP Fund · AMCPX, RAFAX, RAFBX, RAFCX, RAFEX, RAFFX, AMPCX, AMPFX, CAFAX, CAFCX, CAFEX, CAFFX, AMCFX, RAFGX, RAEBX, RAEFX, FMACX, TACMX, TAMCX, FMMMX, FMCMX cheaper diff. adviser | 32% | 0.33% | Capital Research and Management Company |
| 11 | First Trust Multi-Manager Large Growth ETF · AFGR diff. adviser | 32% | 0.85% | First Trust Advisors L.P. |
| 12 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX diff. adviser | 32% | 0.76% | Templeton Global Advisors Limited |
| 13 | Putnam VT Sustainable Leaders Fund cheaper diff. adviser | 32% | 0.63% | Putnam Investment Management, LLC |
| 14 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX cheaper diff. adviser | 32% | 0.55% | Putnam Investment Management, LLC |
| 15 | T. Rowe Price Global Stock Fund · PRGSX, PAGSX, TRGLX cheaper diff. adviser | 32% | 0.66% | T. Rowe Price Associates, Inc. |
| 16 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 32% | 0.55% | Zacks Investment Management, Inc. |
| 17 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 32% | 0.49% | Putnam Investment Management, LLC |
| 18 | Growth-Income Fund cheaper diff. adviser | 32% | 0.28% | Capital Research and Management Company |
| 19 | MFS Research Fund · MFRFX, MFRJX, MFRBX, MFRCX, MRFIX, MFRLX, MSRRX, MFRHX, MFRKX cheaper diff. adviser | 32% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | MFS Research Series cheaper diff. adviser | 32% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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