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 | AMG Veritas Global Real Return Fund · BLUEX | 87% | 1.17% | — |
| 2 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper diff. adviser | 34% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 3 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX diff. adviser | 30% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 4 | Vulcan Value Partners Fund · VVPLX, VVILX cheaper diff. adviser | 27% | 0.85% | Vulcan Value Partners, LLC |
| 5 | The Beehive ETF · BEEX cheaper diff. adviser | 27% | 0.84% | Tidal Investments LLC |
| 6 | Fundamental All Cap Core Trust · JADDX, JEQAX, JFLGX cheaper diff. adviser | 27% | 0.70% | John Hancock Variable Trust Advisers LLC |
| 7 | MFG Global Sustainable Fund · FMSGX, FMSRX cheaper diff. adviser | 26% | 0.80% | Frontegra Asset Management, Inc. |
| 8 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX cheaper diff. adviser | 26% | 0.87% | Columbia Management Investment Advisers, LLC |
| 9 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 26% | 0.76% | Templeton Global Advisors Limited |
| 10 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper diff. adviser | 26% | 0.65% | John Hancock Investment Management LLC |
| 11 | Fundamental All Cap Core Fund · JFCAX, JFCCX, JFCIX, JFARX, JFACX, JFAIX cheaper diff. adviser | 26% | 0.72% | John Hancock Investment Management LLC |
| 12 | Vulcan Value Partners Fund | 25% | — | — |
| 13 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX cheaper diff. adviser | 25% | 0.82% | Harris Associates L.P. |
| 14 | MFS Global Equity Series diff. adviser | 25% | 0.92% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 25% | 0.96% | Voya Investments, LLC |
| 16 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX cheaper diff. adviser | 25% | 0.83% | Morgan Stanley Investment Management Inc. |
| 17 | MFS Global Equity Fund · MWEFX, MWELX, MWEBX, MWECX, MWEIX, MWEGX, MEQRX, MWEHX, MWEMX cheaper diff. adviser | 25% | 0.83% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | KOVITZ CORE EQUITY ETF · EQTY diff. adviser | 25% | 0.99% | Kovitz Investment Group Partners, LLC |
| 19 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 24% | 0.58% | Parnassus Investments, LLC |
| 20 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 24% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
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