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 | MFS Global Growth Fund · MWOFX, MWOJX, MWOBX, MWOCX, MWOIX, MWOGX, MGWRX, MWOHX, MWOKX diff. adviser | 36% | 0.90% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | The Gabelli Global Growth Fund · GGGAX, GICPX, GGGCX, GGGIX diff. adviser | 36% | 0.90% | Gabelli Funds, LLC |
| 3 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 35% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 4 | MFS Global Growth Portfolio diff. adviser | 35% | 0.88% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC | 35% | — | — |
| 6 | Templeton Growth Fund, Inc. · TEPLX, TGADX, TEGRX, FTGFX, FTGQX diff. adviser | 35% | 0.73% | Templeton Global Advisors Limited |
| 7 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 34% | 0.65% | UBS Asset Management (Americas) LLC |
| 8 | Lazard Global Equity Select Portfolio · GESIX, GESOX, RLGEX | 34% | 0.85% | Lazard Asset Management LLC |
| 9 | Calamos Antetokounmpo Sustainable Equities Fund diff. adviser | 34% | 1.07% | Calamos Antetokounmpo Asset Management LLC |
| 10 | Parnassus Core Equity Fund · PRBLX, PRILX diff. adviser | 34% | 0.61% | Parnassus Investments, LLC |
| 11 | Rockefeller Global Equity ETF · RGEF diff. adviser | 33% | 0.55% | Tidal Investments LLC |
| 12 | Calamos Antetokounmpo Global Sustainable Equities ETF diff. adviser | 33% | 0.95% | Calamos Antetokounmpo Asset Management LLC |
| 13 | Parnassus Growth Equity Fund · PFGEX, PFPGX diff. adviser | 33% | 0.63% | Parnassus Investments, LLC |
| 14 | Templeton Growth VIP Fund diff. adviser | 32% | 0.87% | Templeton Global Advisors Limited |
| 15 | ELFUN TRUSTS · ELFNX diff. adviser | 32% | 0.17% | SSGA Funds Management, Inc. |
| 16 | MML Global Fund diff. adviser | 32% | 0.81% | MML Investment Advisers, LLC |
| 17 | EQ/Invesco Global Portfolio diff. adviser | 32% | 0.85% | Equitable Investment Management Group, LLC |
| 18 | MassMutual Global Fund · MGFAX, MGFLX, MGFNX, MGFSX, MGFYX, MGFRX, MGFZX, MMOCX diff. adviser | 32% | 0.93% | MML Investment Advisers, LLC |
| 19 | JNL/Invesco Global Growth Fund diff. adviser | 32% | 0.67% | Jackson National Asset Management, LLC |
| 20 | State Street U.S. Core Equity Fund · SSAQX diff. adviser | 32% | 0.13% | SSGA Funds Management, Inc. |
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