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 | Brandes Separately Managed Account Reserve Trust (SMART) Fund cheaper | 10% | 0.00% | — |
| 2 | Brandes International Equity Fund cheaper | 3% | 0.75% | — |
| 3 | Brandes Global Equity Fund cheaper | 2% | 0.82% | — |
| 4 | Brandes Core Plus Fixed Income Fund cheaper | 2% | 0.31% | — |
| 5 | Steward Small Cap Growth Fund · SKGAX, SKGCX, SKGIX, SKGRX | 2% | 1.00% | — |
| 6 | Brandes Emerging Markets Value Fund | 2% | 0.97% | — |
| 7 | International Carbon Transition Equity Portfolio · HLCTX cheaper | 2% | 0.80% | Harding Loevner LP |
| 8 | Brandes International Small Cap Equity Fund | 1% | 1.01% | — |
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