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 | KraneShares Rockefeller Ocean Engagement ETF · KSEA | 11% | 0.86% | Krane Funds Advisors, LLC |
| 2 | JPMorgan Climate Change Solutions ETF · TEMP | 9% | 0.49% | J.P. Morgan Investment Management, Inc. |
| 3 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX | 8% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 4 | JNL/Harris Oakmark Global Equity Fund | 8% | 0.81% | Jackson National Asset Management, LLC |
| 5 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 7% | 0.90% | Fidelity Management & Research Company LLC |
| 6 | Humankind U.S. Stock ETF cheaper | 6% | 0.11% | Humankind Benefit Corp |
| 7 | Goldman Sachs Future Planet Equity ETF · GSFP | 6% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 8 | Putnam BioRevolution ETF | 6% | 0.70% | Putnam Investment Management, LLC |
| 9 | Newday Ocean Health ETF · AHOY | 6% | 0.75% | — |
| 10 | Sprucegrove International Equity Fund · SPRNX, SPRDX, SPRVX | 6% | 0.60% | Sprucegrove Investment Management Ltd |
| 11 | Vontobel Global Environmental Change · VNEYX, VNEAX, VNEIX | 5% | 0.65% | — |
| 12 | AST T. Rowe Price Natural Resources Portfolio | 4% | 1.06% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 13 | PSF NATURAL RESOURCES PORTFOLIO | 4% | 0.51% | PGIM INVESTMENTS LLC |
| 14 | Sterling Capital Mid Value Fund · OVEIX, OVEAX, OVECX, STRMX | 4% | 0.78% | — |
| 15 | Centre American Select Equity Fund | 4% | 1.05% | Centre Asset Management, LLC |
| 16 | Christopher Weil and Company Core Investment Fund | 4% | 1.16% | CHRISTOPHER WEIL & COMPANY, INC. |
| 17 | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF · UTRN | 4% | 0.75% | — |
| 18 | Tortoise Global Water ESG Fund cheaper | 4% | 0.40% | Tortoise Index Solutions, LLC |
| 19 | VanEck Green Infrastructure ETF · RNEW | 4% | 0.47% | — |
| 20 | Gotham Hedged Core Fund · GCHDX | 4% | 1.70% | Gotham Asset Management, LLC |
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