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 | AMG Yacktman Focused Fund · YAFFX, YAFIX | 50% | 1.07% | AMG Funds LLC |
| 2 | AMG Yacktman Fund · YACKX cheaper | 32% | 0.62% | AMG Funds LLC |
| 3 | AMG Yacktman Special Opportunities Fund · YASLX, YASSX cheaper | 21% | 0.72% | AMG Funds LLC |
| 4 | abrdn EM SMA Completion Fund · ASEMX cheaper diff. adviser | 14% | 0.00% | abrdn Inc. |
| 5 | First Foundation Total Return Fund · FBBAX, FBBYX diff. adviser | 12% | 1.07% | Brookmont Capital Management, LLC |
| 6 | abrdn Emerging Markets ex-China Fund, Inc. | 9% | — | — |
| 7 | abrdn Emerging Markets Dividend Active ETF cheaper diff. adviser | 9% | 0.70% | abrdn Inc. |
| 8 | abrdn Emerging Markets Ex-China Fund · GLLAX, GLLCX, GWLRX, GWLIX, GLLSX cheaper diff. adviser | 9% | 0.90% | abrdn Inc. |
| 9 | First Eagle Rising Dividend Fund · FEAFX, FEAMX, FEFAX, FEAIX, EARFX, EAFRX, FERFX, FEFRX, FEFTX cheaper diff. adviser | 9% | 0.65% | First Eagle Investment Management, LLC |
| 10 | Matthews Korea Active ETF · MKOR cheaper diff. adviser | 9% | 0.79% | Matthews International Capital Management, LLC |
| 11 | Emerging Markets Equity Portfolio cheaper diff. adviser | 8% | 0.89% | Mason Street Advisors, LLC |
| 12 | abrdn Emerging Markets Fund · ABEMX, AEMSX, GEGAX, GEGCX, GEMRX diff. adviser | 8% | 1.10% | abrdn Inc. |
| 13 | Nomura VIP Energy Series cheaper diff. adviser | 8% | 0.86% | Macquarie Investment Management Business Trust |
| 14 | Harbor Emerging Markets Select ETF · EMES cheaper diff. adviser | 7% | 0.65% | Harbor Capital Advisors, Inc. |
| 15 | NYLI Candriam Emerging Markets Equity Fund · MCYAX, MCYCX, MCYIX, MCYSX, MCYVX diff. adviser | 7% | 1.01% | New York Life Investment Management LLC |
| 16 | Putnam VT Focused International Equity Fund cheaper diff. adviser | 7% | 0.80% | Putnam Investment Management, LLC |
| 17 | NYLI VP Candriam Emerging Markets Equity Portfolio diff. adviser | 7% | 1.16% | New York Life Investment Management LLC |
| 18 | Mondrian Global Equity Value Fund · MPGVX cheaper diff. adviser | 7% | 0.74% | Mondrian Investment Partners Limited |
| 19 | Putnam Global Technology Fund cheaper diff. adviser | 7% | 0.69% | Putnam Investment Management, LLC |
| 20 | RBC Emerging Markets Value Equity Fund · REVAX, REMVX, RMVRX cheaper diff. adviser | 6% | 0.88% | RBC Global Asset Management (US) Inc. |
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