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 | SBH INTERNATIONAL SMALL CAP FUND · SBHSX, SBSIX diff. adviser | 8% | 1.06% | SEGALL BRYANT AND HAMILL LLC |
| 2 | Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF · PDN diff. adviser | 7% | 0.47% | Invesco Capital Management LLC |
| 3 | Shelton International Select Equity Fund · SISLX, SISEX diff. adviser | 6% | 0.99% | CCM Partners, LP. dba Shelton Capital Management |
| 4 | The Canadian Small Company Series diff. adviser | 5% | — | DIMENSIONAL FUND ADVISORS LP |
| 5 | VANGUARD INTERNATIONAL EXPLORER FUND · VINEX diff. adviser | 4% | 0.46% | Schroder Investment Management North America Inc., Wellington Management Company LLP |
| 6 | Destinations International Equity Fund · DIEFX, DIEZX diff. adviser | 4% | 0.92% | Brinker Capital Investments, LLC |
| 7 | Catholic Responsible Investments International Small-Cap Fund · CRNSX diff. adviser | 4% | 1.15% | Christian Brothers Investment Services, Inc. |
| 8 | VanEck Junior Gold Miners ETF · GDXJ diff. adviser | 4% | 0.51% | Van Eck Associates Corporation |
| 9 | Precious Metals Fund diff. adviser | 4% | 1.64% | Security Investors, LLC |
| 10 | Precious Metals Fund · RYPMX, RYMPX, RYMNX, RYZCX diff. adviser | 4% | 1.30% | Security Investors, LLC |
| 11 | Driehaus International Small Cap Growth Fund · DRIOX diff. adviser | 4% | 1.15% | Driehaus Capital Management LLC |
| 12 | Copeland International Small Cap Fund | 4% | 0.98% | — |
| 13 | SBH INTERNATIONAL EQUITY FUND · CIEQX, CIQRX diff. adviser | 3% | 0.84% | SEGALL BRYANT AND HAMILL LLC |
| 14 | BlackRock LifePath Dynamic 2040 Fund · LPREX, STLEX, LPSFX, LPRKX, LPCKX diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
| 15 | BlackRock LifePath Dynamic 2050 Fund · LPRFX, STLFX, LPSGX, LPRPX, LPCPX diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
| 16 | BlackRock LifePath Dynamic 2045 Fund · LPHAX, LPHCX, LPHIX, LPHKX, LPHRX diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
| 17 | BlackRock LifePath Dynamic 2055 Fund · LPVAX, LPVCX, LPVIX, LPVKX, LPVRX diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
| 18 | BlackRock LifePath Dynamic 2035 Fund · LPJRX, LPJAX, LPJCX, LPJIX, LPJKX diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
| 19 | BlackRock LifePath Dynamic 2065 Fund diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
| 20 | BlackRock LifePath Dynamic 2060 Fund diff. adviser | 3% | 0.34% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.