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 | Impax Global Environmental Markets Fund · PGRNX, PGINX, PXEAX cheaper | 46% | 0.89% | Impax Asset Management LLC |
| 2 | Impax Large Cap Fund · PXLIX, PAXLX cheaper | 36% | 0.73% | Impax Asset Management LLC |
| 3 | Columbia Select Global Equity Fund · IGLGX, RGCEX, CGEZX, RGERX, CSEYX cheaper diff. adviser | 30% | 0.87% | Columbia Management Investment Advisers, LLC |
| 4 | Impax Global Social Leaders Fund · IGSLX, IGSIX | 29% | 0.98% | Impax Asset Management LLC |
| 5 | abrdn U.S. Sustainable Leaders Fund · GXXAX, GXXCX, GGLIX, GXXIX cheaper diff. adviser | 27% | 0.90% | abrdn Inc. |
| 6 | Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX cheaper diff. adviser | 27% | 0.89% | Natixis Advisors, LLC |
| 7 | Polen Global Growth Fund · PGIRX, PGIIX diff. adviser | 27% | 1.01% | Polen Capital Management, L.L.C. |
| 8 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX cheaper diff. adviser | 24% | 0.77% | TCW Investment Management Company LLC |
| 9 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX cheaper diff. adviser | 24% | 0.90% | Gabelli Funds, LLC |
| 10 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 24% | 0.61% | Parnassus Investments, LLC |
| 11 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX cheaper diff. adviser | 23% | 0.76% | Templeton Global Advisors Limited |
| 12 | Lazard Equity Megatrends ETF · THMZ diff. adviser | 23% | — | Lazard Asset Management LLC |
| 13 | T. Rowe Price Global Impact Equity Fund · TGPEX, TGBLX cheaper diff. adviser | 23% | 0.78% | T. Rowe Price Associates, Inc. |
| 14 | BNY Mellon Sustainable U.S. Equity Fund, Inc. · DTCAX, DTCCX, DRTCX, DRTHX, DTCYX cheaper diff. adviser | 23% | 0.70% | BNY Mellon Investment Adviser, Inc. |
| 15 | Principal Quality ETF · PSET cheaper diff. adviser | 23% | 0.15% | Principal Global Investors, LLC |
| 16 | Polen Capital Global Growth ETF cheaper diff. adviser | 23% | 0.85% | IM Global Partner Fund Management, LLC |
| 17 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX cheaper diff. adviser | 23% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 18 | MFS Massachusetts Investors Growth Stock Portfolio cheaper diff. adviser | 22% | 0.72% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Penn Series Large Cap Growth Fund cheaper diff. adviser | 22% | 0.86% | Penn Mutual Asset Management, LLC |
| 20 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 22% | 0.71% | Bridges Investment Management Inc |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.