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 | Columbia Adaptive Risk Allocation Fund · CRAAX, CRACX, CRDRX, CRAZX, CARYX, CRADX cheaper | 29% | 0.77% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX cheaper | 28% | 0.55% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Variable Portfolio - Select Large Cap Equity Fund cheaper | 27% | 0.67% | Columbia Management Investment Advisers, LLC |
| 4 | Multi-Manager Directional Alternative Strategies Fund · CDAZX | 24% | 2.42% | Columbia Management Investment Advisers, LLC |
| 5 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 24% | 0.32% | BlackRock Fund Advisors |
| 6 | Columbia Global Value Fund · IEVAX, REVCX, REVRX, RSEYX, CEVZX, CEVYX, CEVAX cheaper | 23% | 0.77% | Columbia Management Investment Advisers, LLC |
| 7 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 23% | 0.20% | BlackRock Fund Advisors |
| 8 | T. Rowe Price Integrated Global Equity Fund · TQGEX, TQGIX cheaper diff. adviser | 23% | 0.58% | T. Rowe Price Associates, Inc. |
| 9 | Putnam Dynamic Asset Allocation Equity Fund cheaper diff. adviser | 22% | 0.62% | Franklin Advisers, Inc. |
| 10 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 22% | 0.09% | SSGA Funds Management, Inc. |
| 11 | Russell Investments Global Equity ETF · RGLO cheaper diff. adviser | 22% | 0.49% | Russell Investment Management, LLC |
| 12 | Multi-Manager Alternative Strategies Fund · CZAMX | 22% | 1.28% | — |
| 13 | Columbia Multi Strategy Alternatives Fund · CLAAX, CLABX, CLAZX | 22% | 0.95% | Columbia Management Investment Advisers, LLC |
| 14 | Columbia Large Cap Index Fund · NEIAX, NINDX, CLXRX, CLPYX cheaper | 22% | 0.20% | Columbia Management Investment Advisers, LLC |
| 15 | Venerable World Equity Fund cheaper diff. adviser | 22% | 0.85% | Venerable Investment Advisers, LLC |
| 16 | Global Atlantic BlackRock Disciplined Core Portfolio cheaper diff. adviser | 22% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 17 | Columbia Balanced Fund · CBLAX, CBLCX, CBALX, CBLRX, CLREX, CBDYX, CBABX cheaper | 22% | 0.57% | — |
| 18 | Columbia Variable Portfolio - Large Cap Index Fund cheaper | 22% | 0.25% | Columbia Management Investment Advisers, LLC |
| 19 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper diff. adviser | 21% | 0.06% | The Vanguard Group, Inc. |
| 20 | iShares MSCI World ETF · URTH cheaper diff. adviser | 21% | 0.24% | BlackRock Fund Advisors |
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