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 | Artisan Select Equity Fund · APHNX, ARTNX, APDNX | 64% | 1.09% | Artisan Partners Limited Partnership |
| 2 | Artisan International Value Fund · ARTKX, APHKX, APDKX cheaper | 34% | 0.97% | Artisan Partners Limited Partnership |
| 3 | PACE Large Co Value Equity Investments · PCLVX, PCPAX, PLVYX, PLVTX cheaper diff. adviser | 32% | 0.42% | UBS Asset Management (Americas) LLC |
| 4 | Thornburg Global Opportunities Fund · THOAX, THOCX, THOIX, THORX, THOVX, THOFX, THOGX cheaper diff. adviser | 22% | 0.89% | Thornburg Investment Management, Inc. |
| 5 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX cheaper diff. adviser | 19% | 0.82% | Harris Associates L.P. |
| 6 | First Eagle Overseas Equity ETF · FEOE cheaper | 18% | 0.50% | — |
| 7 | Central Securities Corporation | 18% | — | — |
| 8 | Rockefeller Global Equity ETF · RGEF cheaper diff. adviser | 18% | 0.55% | Tidal Investments LLC |
| 9 | First Eagle Global Equity ETF · FEGE cheaper | 18% | 0.50% | — |
| 10 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 18% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 17% | 0.52% | Brown Advisory LLC |
| 12 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX cheaper diff. adviser | 17% | 0.71% | T. Rowe Price Associates, Inc. |
| 13 | Sequoia Fund Inc · SEQUX cheaper diff. adviser | 17% | 1.00% | Ruane Cunniff L.P. |
| 14 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 16% | 0.44% | T. Rowe Price Associates, Inc. |
| 15 | LVIP Franklin Templeton Global Equity Managed Volatility Fund cheaper diff. adviser | 16% | 0.72% | Lincoln Financial Investments Corporation |
| 16 | PIN OAK EQUITY FUND · POGSX cheaper diff. adviser | 16% | 0.95% | Oak Associates, Ltd. |
| 17 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 16% | 1.28% | Sparrow Capital Management, Inc. |
| 18 | Crossmark Large Cap Value ETF cheaper diff. adviser | 16% | 0.50% | Crossmark Global Investments, Inc. |
| 19 | Putnam Focused Equity Fund cheaper diff. adviser | 16% | 0.71% | Putnam Investment Management, LLC |
| 20 | BlackRock Enhanced Global Dividend Trust | 16% | — | — |
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