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 | Thornburg Global Opportunities Fund · THOAX, THOCX, THOIX, THORX, THOVX, THOFX, THOGX | 29% | 0.89% | Thornburg Investment Management, Inc. |
| 2 | Thornburg Investment Income Builder Fund · TIBAX, TIBCX, TIBIX, TIBRX, TIBMX, TIBGX, TIBOX | 28% | 0.83% | Thornburg Investment Management, Inc. |
| 3 | Thornburg Income Builder Opportunities Trust | 22% | — | — |
| 4 | MFS Global Research Portfolio diff. adviser | 22% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 5 | New Perspective Fund · ANWPX, RNPAX, RNPBX, RNPCX, RNPEX, RNPFX, NPFCX, NPFFX, CNPAX, CNPCX, CNPEX, CNPFX, ANWFX, RNPGX, RPEBX, RNPHX, FNPFX, TPNFX, TNPFX, FFPNX, FNFPX cheaper | 22% | 0.40% | — |
| 6 | Nationwide Schroders Global Equity Fund · GGEAX, GGECX, GGESX, GGEIX diff. adviser | 21% | 0.77% | Nationwide Fund Advisors |
| 7 | T. Rowe Price Global Stock Fund · PRGSX, PAGSX, TRGLX cheaper diff. adviser | 21% | 0.66% | T. Rowe Price Associates, Inc. |
| 8 | AB Global Core Equity Portfolio · GCECX, GCEYX, GCEAX diff. adviser | 20% | 0.78% | AllianceBernstein L.P. |
| 9 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX diff. adviser | 20% | 0.76% | Templeton Global Advisors Limited |
| 10 | Venerable World Equity Fund diff. adviser | 20% | 0.85% | Venerable Investment Advisers, LLC |
| 11 | EQ/Global Equity Managed Volatility Portfolio diff. adviser | 19% | 0.85% | Equitable Investment Management Group, LLC |
| 12 | T. Rowe Price Integrated Global Equity Fund · TQGEX, TQGIX cheaper diff. adviser | 19% | 0.58% | T. Rowe Price Associates, Inc. |
| 13 | Capital World Growth & Income Fund cheaper diff. adviser | 19% | 0.42% | Capital Research and Management Company |
| 14 | Russell Investments Global Equity ETF · RGLO cheaper diff. adviser | 19% | 0.49% | Russell Investment Management, LLC |
| 15 | Capital World Growth & Income Fund · CWGIX, RWIAX, RWIBX, RWICX, RWIEX, RWIFX, CWGCX, CWGFX, CWIAX, CWICX, CWIEX, CWIFX, WGIFX, RWIGX, RWBEX, RWIHX, FWGIX, TCWWX, TCWGX, FCWGX, FWCGX cheaper diff. adviser | 19% | 0.41% | Capital Research and Management Company |
| 16 | Global Equity Fund · RGEAX, RGECX, RGESX, RLGYX, RGLRX, RGDTX diff. adviser | 18% | 0.78% | Russell Investment Management, LLC |
| 17 | Global Growth Fund cheaper diff. adviser | 18% | 0.41% | Capital Research and Management Company |
| 18 | Putnam Dynamic Asset Allocation Equity Fund cheaper diff. adviser | 18% | 0.62% | Franklin Advisers, Inc. |
| 19 | BlackRock Advantage Global Fund, Inc. cheaper diff. adviser | 18% | 0.66% | BlackRock Advisors, LLC |
| 20 | Templeton Growth Fund, Inc. · TEPLX, TGADX, TEGRX, FTGFX, FTGQX diff. adviser | 18% | 0.73% | Templeton Global Advisors Limited |
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