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 | Carillon ClariVest International Fund | 12% | 0.13% | — |
| 2 | AST T. Rowe Price Large-Cap Value Portfolio | 11% | — | — |
| 3 | TAX-MANAGED U.S. MARKETWIDE VALUE PORTFOLIO II | 11% | 0.23% | — |
| 4 | THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES | 10% | — | — |
| 5 | Fidelity Flex Large Cap Value Fund | 10% | 0.00% | — |
| 6 | Nuveen Tax-Advantaged Total Return Strategy Fund | 10% | — | — |
| 7 | JOHCM Global Income Builder Fund | 10% | — | — |
| 8 | BMO Dividend Income Fund | 10% | — | — |
| 9 | TS&W Equity Portfolio | 9% | — | — |
| 10 | ProShares RAFI Long/Short | 9% | 0.95% | — |
| 11 | Rockefeller Equity Allocation Fund | 9% | 1.23% | — |
| 12 | Index Portfolio | 9% | — | — |
| 13 | BMO Large-Cap Value Fund | 9% | — | — |
| 14 | iShares Russell 1000 Pure U.S. Revenue ETF | 8% | — | — |
| 15 | Nuveen Large Cap Core Fund | 8% | — | — |
| 16 | NT Equity Growth Fund | 8% | — | — |
| 17 | BNY Mellon Large Cap Stock Fund | 8% | — | — |
| 18 | Invesco V.I. S&P 500 Index Fund | 8% | — | — |
| 19 | Hancock Horizon Quantitative Long/Short Fund | 8% | — | — |
| 20 | Convergence Long/Short Equity Fund | 8% | — | — |
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