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 | Polen Capital Emerging Markets ex-China Growth ETF · PCEM cheaper diff. adviser | 10% | 1.00% | IM Global Partner Fund Management, LLC |
| 2 | Mercator International Opportunity Fund diff. adviser | 6% | 1.40% | Mercator Investment Management, LLC |
| 3 | JNL/Baillie Gifford International Growth Fund cheaper diff. adviser | 6% | 0.69% | Jackson National Asset Management, LLC |
| 4 | Lazard Emerging Markets Core Equity Portfolio · ECEIX, ECEOX, RLEOX cheaper diff. adviser | 5% | 1.05% | Lazard Asset Management LLC |
| 5 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 4% | 0.95% | BAMCO, Inc. |
| 6 | OTG LATIN AMERICA FUND · OTGAX, OTGIX diff. adviser | 4% | 1.70% | OTG Asset Management, Ltd. |
| 7 | abrdn Focused Emerging Markets ex-China Fund · JETIX, JETAX cheaper diff. adviser | 4% | 1.05% | abrdn Inc. |
| 8 | ARK 21Shares Blockchain and Digital Economy Innovation ETF cheaper | 4% | 0.91% | — |
| 9 | Transamerica International Sustainable Equity · TISJX, TISLX, TISKX, TISDX cheaper diff. adviser | 4% | 0.70% | Transamerica Asset Management, Inc. |
| 10 | Eaton Vance Floating-Rate Opportunities Fund | 3% | — | — |
| 11 | Morgan Stanley Income Opportunities Fund · DINAX, DINCX, DINDX, MGFOX, MSIPX, MFIRX cheaper | 3% | 0.52% | Morgan Stanley Investment Management Inc. |
| 12 | DoubleLine Multi-Asset Trend Fund cheaper | 3% | 0.72% | — |
| 13 | Polar Capital Emerging Markets Ex-China Stars Fund · POLCX cheaper diff. adviser | 3% | 1.00% | Polar Capital LLP |
| 14 | SA Multi-Managed Growth Portfolio cheaper diff. adviser | 3% | 1.08% | SunAmerica Asset Management, LLC |
| 15 | VOYA EMERGING MARKETS INDEX PORTFOLIO cheaper diff. adviser | 3% | 0.15% | Voya Investments, LLC |
| 16 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 3% | 0.79% | — |
| 17 | Harding Loevner Emerging Markets Portfolio · HLEMX cheaper diff. adviser | 3% | 1.14% | Harding Loevner LP |
| 18 | Dynamic Value Portfolio · MAADX, MAAUX, MAAOX, MAAQX cheaper | 3% | 0.50% | — |
| 19 | DoubleLine Floating Rate Fund · DBFRX, DLFRX cheaper diff. adviser | 3% | 0.80% | DoubleLine Capital LP |
| 20 | JOHCM Global Select Fund · JOGEX, JOGIX cheaper | 2% | 0.98% | — |
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