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 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 37% | 0.79% | PGIM INVESTMENTS LLC |
| 2 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 34% | 0.70% | SunAmerica Asset Management, LLC |
| 3 | MML Equity Fund cheaper diff. adviser | 34% | 0.43% | MML Investment Advisers, LLC |
| 4 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 34% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | M Large Cap Value Fund · MBOVX cheaper diff. adviser | 34% | 0.63% | M Financial Investment Advisers, Inc. |
| 6 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX cheaper diff. adviser | 33% | 0.60% | MML Investment Advisers, LLC |
| 7 | Invesco Large Cap Value ETF · PWV cheaper diff. adviser | 32% | 0.55% | Invesco Capital Management LLC |
| 8 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 32% | 0.75% | Victory Capital Management Inc. |
| 9 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 32% | 0.35% | LSV Asset Management |
| 10 | LSV Value Equity Fund · LSVEX, LVAEX cheaper diff. adviser | 31% | 0.67% | LSV Asset Management |
| 11 | Invesco S&P 500 Value with Momentum ETF · SPVM cheaper diff. adviser | 30% | 0.39% | Invesco Capital Management LLC |
| 12 | Hartford US Value ETF · VMAX cheaper diff. adviser | 30% | 0.29% | Lattice Strategies LLC |
| 13 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 29% | 0.16% | Manning & Napier Advisors, LLC |
| 14 | PRAXIS VALUE INDEX FUND · MVIAX, MVIIX cheaper diff. adviser | 29% | 0.38% | Everence Capital Management, Inc. |
| 15 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 29% | 0.75% | Crossmark Global Investments, Inc. |
| 16 | Gotham Large Value Fund · GVALX diff. adviser | 29% | 0.75% | Gotham Asset Management, LLC |
| 17 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 28% | 0.64% | SunAmerica Asset Management, LLC |
| 18 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 28% | 0.36% | Everence Capital Management, Inc. |
| 19 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 27% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 20 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 27% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
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