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 | LVIP American Century Disciplined Core Value Fund diff. adviser | 92% | 0.61% | Lincoln Financial Investments Corporation |
| 2 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper | 48% | 0.01% | American Century Investment Management, Inc. |
| 3 | American Century U.S. Quality Value ETF · VALQ cheaper | 35% | 0.29% | — |
| 4 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 34% | 0.70% | SunAmerica Asset Management, LLC |
| 5 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 34% | 0.25% | Invesco Capital Management LLC |
| 6 | CornerCap Fundametrics Large-Cap ETF · FUNL diff. adviser | 34% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 7 | MML Equity Fund cheaper diff. adviser | 34% | 0.43% | MML Investment Advisers, LLC |
| 8 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 34% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | M Large Cap Value Fund · MBOVX diff. adviser | 34% | 0.63% | M Financial Investment Advisers, Inc. |
| 10 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 34% | 0.60% | MML Investment Advisers, LLC |
| 11 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
| 12 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 33% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 13 | Large Cap Value Fund · NOLVX diff. adviser | 33% | 0.57% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Victory Value Fund · UVALX, UIVAX diff. adviser | 33% | 0.91% | Victory Capital Management Inc. |
| 15 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 33% | 0.43% | Voya Investments, LLC |
| 16 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 33% | 0.15% | SSGA Funds Management, Inc. |
| 17 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 33% | 0.86% | Victory Capital Management Inc. |
| 18 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 33% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 19 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX cheaper diff. adviser | 33% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 20 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 33% | 0.16% | Manning & Napier Advisors, LLC |
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