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 | BAYWOOD VALUEPLUS FUND · BVPIX cheaper | 55% | 0.70% | SKBA Capital Management LLC |
| 2 | Morgan Dempsey Large Cap Value ETF · MDLV cheaper diff. adviser | 22% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 19% | 0.45% | Victory Capital Management Inc. |
| 4 | Crossmark Large Cap Value ETF cheaper diff. adviser | 18% | 0.50% | Crossmark Global Investments, Inc. |
| 5 | Victory Pioneer Equity Income VCT Portfolio cheaper diff. adviser | 18% | 0.79% | Victory Capital Management Inc. |
| 6 | Value Fund · TWVLX, TWADX, AVLIX, ACLCX, AVURX, AVUDX, AVUYX, AVUGX cheaper diff. adviser | 17% | 0.60% | American Century Investment Management, Inc. |
| 7 | American Century Focused Large Cap Value ETF · FLV cheaper | 17% | 0.42% | — |
| 8 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 16% | 0.25% | Invesco Capital Management LLC |
| 9 | LVIP American Century Value Fund cheaper diff. adviser | 15% | 0.61% | Lincoln Financial Investments Corporation |
| 10 | Cambiar Opportunity Fund · CAMWX, CAMOX cheaper diff. adviser | 15% | 0.65% | Cambiar Investors, LLC |
| 11 | Disciplined Core Value Fund · BIGRX, AMADX, AMGIX, ACGCX, AICRX, AICGX cheaper diff. adviser | 15% | 0.45% | American Century Investment Management, Inc. |
| 12 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 15% | 0.20% | BlackRock Fund Advisors |
| 13 | Focused Large Cap Value Fund · ALVIX, ALPAX, ALVSX, ALPCX, ALVRX, ALVDX, ALVGX, ACFLX cheaper diff. adviser | 15% | 0.01% | American Century Investment Management, Inc. |
| 14 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 15% | 1.51% | Stonebridge Capital Advisors, LLC |
| 15 | XAI Madison Equity Premium Income Fund | 15% | — | — |
| 16 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX cheaper diff. adviser | 15% | 0.75% | Cullen Capital Management, LLC |
| 17 | SOUND SHORE FUND · SSHFX, SSHVX cheaper diff. adviser | 15% | 0.75% | Sound Shore Management, Inc. |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 15% | 0.43% | Voya Investments, LLC |
| 19 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 15% | 0.05% | The Vanguard Group, Inc. |
| 20 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 15% | 0.64% | — |
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