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 | Global Equity Fund · RGEAX, RGECX, RGESX, RLGYX, RGLRX, RGDTX cheaper | 39% | 0.78% | Russell Investment Management, LLC |
| 2 | Venerable World Equity Fund diff. adviser | 37% | 0.85% | Venerable Investment Advisers, LLC |
| 3 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 37% | 0.32% | BlackRock Fund Advisors |
| 4 | Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX diff. adviser | 37% | 0.89% | Natixis Advisors, LLC |
| 5 | JNL/Mellon World Index Fund cheaper diff. adviser | 37% | 0.30% | Jackson National Asset Management, LLC |
| 6 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 37% | 0.09% | DBX Advisors LLC |
| 7 | iShares MSCI World ETF · URTH cheaper diff. adviser | 37% | 0.24% | BlackRock Fund Advisors |
| 8 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 37% | 0.25% | BlackRock Fund Advisors |
| 9 | Russell Investments Global Equity ETF · RGLO cheaper | 37% | 0.49% | Russell Investment Management, LLC |
| 10 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 36% | 0.09% | SSGA Funds Management, Inc. |
| 11 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 36% | 0.39% | Allianz Investment Management LLC |
| 12 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 36% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 13 | iShares Low Carbon Optimized MSCI ACWI ETF · CRBN cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 14 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 35% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 15 | Old Westbury Large Cap Strategies Fund · OWLSX diff. adviser | 35% | 1.10% | Bessemer Investment Management LLC |
| 16 | Calamos Antetokounmpo Global Sustainable Equities ETF diff. adviser | 35% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
| 17 | SPDR MSCI ACWI Climate Paris Aligned ETF · NZAC cheaper diff. adviser | 34% | 0.12% | SSGA Funds Management, Inc. |
| 18 | U.S. Strategic Equity Fund · RIFAX | 34% | 0.90% | Russell Investment Management, LLC |
| 19 | The Catholic SRI Growth Portfolio · HCSRX cheaper diff. adviser | 34% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 20 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 34% | 0.09% | Invesco Capital Management LLC |
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