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 | Eaton Vance Floating-Rate Opportunities Fund | 10% | — | — |
| 2 | Polen Capital Emerging Markets ex-China Growth ETF · PCEM cheaper diff. adviser | 7% | 1.00% | IM Global Partner Fund Management, LLC |
| 3 | abrdn Focused Emerging Markets ex-China Fund · JETIX, JETAX cheaper diff. adviser | 6% | 1.05% | abrdn Inc. |
| 4 | DoubleLine Multi-Asset Trend Fund cheaper | 5% | 0.72% | — |
| 5 | Next Gen Emerging Markets Portfolio · MFMIX, MFMPX, MFMLX, MSRFX, MSFEX cheaper diff. adviser | 4% | 1.20% | Morgan Stanley Investment Management Inc. |
| 6 | Lazard Emerging Markets Core Equity Portfolio · ECEIX, ECEOX, RLEOX cheaper diff. adviser | 4% | 1.05% | Lazard Asset Management LLC |
| 7 | Morgan Stanley Income Opportunities Fund · DINAX, DINCX, DINDX, MGFOX, MSIPX, MFIRX cheaper diff. adviser | 4% | 0.52% | Morgan Stanley Investment Management Inc. |
| 8 | Mast Global Battery Recycling & Production ETF · EV cheaper | 3% | 0.65% | — |
| 9 | First Trust Brazil AlphaDEX Fund · FBZ cheaper diff. adviser | 3% | 0.80% | First Trust Advisors L.P. |
| 10 | BlackRock Sustainable Emerging Markets Equity Fund cheaper diff. adviser | 3% | 0.82% | BlackRock Advisors, LLC |
| 11 | VOYA EMERGING MARKETS INDEX PORTFOLIO cheaper diff. adviser | 3% | 0.15% | Voya Investments, LLC |
| 12 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 3% | 0.95% | BAMCO, Inc. |
| 13 | FIIG ALL FOREIGN EQUITY · IAFEX cheaper diff. adviser | 3% | 0.68% | Fisher Asset Management LLC |
| 14 | Victory Sophus Emerging Markets VIP Series cheaper diff. adviser | 3% | 1.35% | Victory Capital Management Inc. |
| 15 | Victory Sophus Emerging Markets Fund cheaper diff. adviser | 3% | 0.89% | Victory Capital Management Inc. |
| 16 | Ninety One Emerging Markets Equity Fund cheaper diff. adviser | 3% | 0.85% | Ninety One North America, Inc. |
| 17 | DoubleLine Floating Rate Fund · DBFRX, DLFRX cheaper diff. adviser | 3% | 0.80% | DoubleLine Capital LP |
| 18 | International Stock Fund cheaper diff. adviser | 3% | 1.17% | Madison Asset Management, LLC |
| 19 | Optica Rare Earths & Critical Materials ETF · CRIT cheaper diff. adviser | 3% | 0.85% | Exchange Traded Concepts, LLC |
| 20 | Emerging Markets Small Cap Fund cheaper diff. adviser | 3% | 1.04% | American Century Investment Management, Inc. |
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