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 | GreenFi Redwood Fund · REDWX diff. adviser | 30% | 1.30% | Mission Investment Advisors LLC |
| 2 | UBS International Sustainable Equity Fund · BNIEX, BNUEX, ESPTX | 29% | 0.25% | UBS Asset Management (Americas) LLC |
| 3 | MIG Core ETF · MIGO | 22% | 0.45% | — |
| 4 | William Blair Global Leaders Fund · WGGNX, WGFIX, BGGIX diff. adviser | 22% | 0.85% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 5 | Putnam VT Sustainable Leaders Fund diff. adviser | 21% | 0.63% | Putnam Investment Management, LLC |
| 6 | Putnam Sustainable Leaders Fund · PNOPX, PNOBX, PNOCX, PNORX, PNOYX diff. adviser | 21% | 0.55% | Putnam Investment Management, LLC |
| 7 | Templeton World Fund · TEMWX, TEWTX, TWDAX, FTWRX diff. adviser | 20% | 0.76% | Templeton Global Advisors Limited |
| 8 | Polen Capital Global Growth ETF diff. adviser | 20% | 0.85% | IM Global Partner Fund Management, LLC |
| 9 | Mirova Global Megatrends Fund · ESGMX, ESGCX, ESGYX, ETSGX, ESGNX diff. adviser | 20% | 0.89% | Natixis Advisors, LLC |
| 10 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 20% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 11 | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 20% | — | — |
| 12 | Nomura Transformational Technologies ETF · FRWD | 20% | 0.65% | — |
| 13 | Putnam Sustainable Leaders ETF diff. adviser | 20% | 0.59% | Putnam Investment Management, LLC |
| 14 | UBS US Quality Growth At Reasonable Price Fund · QGRPX | 20% | 0.65% | UBS Asset Management (Americas) LLC |
| 15 | Capital Group U.S. Equity Fund · CUSEX diff. adviser | 20% | 0.43% | Capital Research and Management Company |
| 16 | Janus Henderson Global Artificial Intelligence ETF · JHAI diff. adviser | 19% | 0.59% | Janus Henderson Investors US LLC |
| 17 | Templeton Growth VIP Fund diff. adviser | 19% | 0.87% | Templeton Global Advisors Limited |
| 18 | Dan IVES Wedbush AI Revolution ETF · IVES | 19% | 0.75% | — |
| 19 | Nomura Science and Technology Fund · WSTRX, WSTAX, WSTCX, WSTYX, ISTIX, ISTNX diff. adviser | 19% | 0.84% | Macquarie Investment Management Business Trust |
| 20 | Nomura VIP Science and Technology Series diff. adviser | 19% | 0.91% | Macquarie Investment Management Business Trust |
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