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 Global Value Fund · ARTGX, APHGX, APDGX cheaper | 64% | 1.02% | Artisan Partners Limited Partnership |
| 2 | PACE Large Co Value Equity Investments · PCLVX, PCPAX, PLVYX, PLVTX cheaper diff. adviser | 35% | 0.42% | UBS Asset Management (Americas) LLC |
| 3 | Thornburg Global Opportunities Fund · THOAX, THOCX, THOIX, THORX, THOVX, THOFX, THOGX cheaper diff. adviser | 20% | 0.89% | Thornburg Investment Management, Inc. |
| 4 | Sequoia Fund Inc · SEQUX cheaper diff. adviser | 20% | 1.00% | Ruane Cunniff L.P. |
| 5 | Central Securities Corporation | 19% | — | — |
| 6 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 19% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | T. Rowe Price Financials ETF · TFNS cheaper diff. adviser | 18% | 0.44% | T. Rowe Price Associates, Inc. |
| 8 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 18% | 1.28% | Sparrow Capital Management, Inc. |
| 9 | FMI Large Cap Fund · FMIHX, FMIQX cheaper diff. adviser | 18% | 0.71% | Fiduciary Management, Inc. |
| 10 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 18% | 0.52% | Brown Advisory LLC |
| 11 | DANA EPIPHANY EQUITY FUND · ESGIX cheaper diff. adviser | 17% | 0.85% | Dana Investment Advisors, Inc. |
| 12 | PIN OAK EQUITY FUND · POGSX cheaper diff. adviser | 16% | 0.95% | Oak Associates, Ltd. |
| 13 | Oakmark Select Fund · OAKLX, OAYLX, OANLX, OAZLX cheaper diff. adviser | 16% | 0.73% | Harris Associates L.P. |
| 14 | Putnam Focused Equity Fund cheaper diff. adviser | 16% | 0.71% | Putnam Investment Management, LLC |
| 15 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX cheaper diff. adviser | 16% | 0.82% | Harris Associates L.P. |
| 16 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 16% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 17 | COPLEY INVESTMENT FUND diff. adviser | 16% | 1.15% | DCM Advisors, LLC |
| 18 | Crossmark Large Cap Value ETF cheaper diff. adviser | 16% | 0.50% | Crossmark Global Investments, Inc. |
| 19 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 16% | 0.08% | SSGA Funds Management, Inc. |
| 20 | T. Rowe Price Financial Services Fund, Inc. · PRISX, TFIFX cheaper diff. adviser | 16% | 0.71% | T. Rowe Price Associates, Inc. |
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