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 | Seven Canyons World Innovators Fund · WIGTX, WAGTX | 12% | 1.61% | — |
| 2 | Optica Rare Earths & Critical Materials ETF · CRIT cheaper | 7% | 0.85% | Exchange Traded Concepts, LLC |
| 3 | Grayscale Future of Finance ETF cheaper | 4% | 0.70% | — |
| 4 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX cheaper | 3% | 1.05% | Polen Capital Management, L.L.C. |
| 5 | Issachar Fund · LIONX, LIOTX | 3% | 3.23% | — |
| 6 | Fidelity Advisor Utilities Fund · FUGAX, FUGCX, FAUFX, FUGIX, FIKIX cheaper | 2% | 0.60% | Fidelity Management & Research Company LLC |
| 7 | Madison International Stock Fund · MINAX, MINYX cheaper | 2% | 1.36% | Madison Asset Management, LLC |
| 8 | Victory RS International VIP Series cheaper | 2% | 0.93% | Victory Capital Management Inc. |
| 9 | International Stock Fund cheaper | 2% | 1.17% | Madison Asset Management, LLC |
| 10 | AST T. Rowe Price Natural Resources Portfolio cheaper | 1% | 1.06% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 11 | Hartford Multifactor International Small Company ETF · ROIS cheaper | 1% | 0.49% | — |
| 12 | VictoryShares International High Div Volatility Wtd ETF · CID cheaper | 1% | 0.45% | Victory Capital Management Inc. |
| 13 | Nuveen International Small Cap Fund · NWAIX, NWSCX, NWIFX, NWPIX cheaper | 1% | 0.82% | — |
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