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 | Templeton Growth VIP Fund | 83% | 0.87% | Templeton Global Advisors Limited |
| 2 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX | 69% | 0.76% | Templeton Global Advisors Limited |
| 3 | Lazard Equity Megatrends ETF · THMZ diff. adviser | 35% | — | Lazard Asset Management LLC |
| 4 | AMG Boston Common Global Impact Fund · BRWIX | 35% | 0.93% | — |
| 5 | RBC Global Opportunities Fund · RGOIX, RGORX, RGPAX cheaper diff. adviser | 34% | 0.70% | RBC Global Asset Management (US) Inc. |
| 6 | International Equity Series · TFEQX, TFESX diff. adviser | 34% | 0.98% | Templeton Investment Counsel, LLC |
| 7 | Templeton Foreign VIP Fund diff. adviser | 33% | 0.81% | Templeton Investment Counsel, LLC |
| 8 | Templeton International Insights ETF cheaper | 32% | 0.55% | — |
| 9 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX diff. adviser | 32% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 10 | JPMorgan Global Select Equity ETF · JGLO cheaper diff. adviser | 31% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 11 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX diff. adviser | 31% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Eaton Vance Global Equity Income Fund · EADIX, ECDIX, EIDIX diff. adviser | 30% | 0.91% | Eaton Vance Management |
| 13 | MFS Global Research Portfolio diff. adviser | 30% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Capital Group Global Equity ETF · CGGE cheaper diff. adviser | 30% | 0.47% | Capital Research and Management Company |
| 15 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 30% | 1.05% | Fidelity Management & Research Company LLC |
| 16 | MFS Global Equity Fund · MWEFX, MWELX, MWEBX, MWECX, MWEIX, MWEGX, MEQRX, MWEHX, MWEMX diff. adviser | 29% | 0.83% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 17 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX diff. adviser | 29% | 0.90% | Gabelli Funds, LLC |
| 18 | Calamos Antetokounmpo Global Sustainable Equities ETF diff. adviser | 29% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
| 19 | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 29% | — | — |
| 20 | MFS Global Growth Portfolio diff. adviser | 29% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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