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 | KOVITZ CORE EQUITY ETF · EQTY cheaper diff. adviser | 69% | 0.99% | Kovitz Investment Group Partners, LLC |
| 2 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper diff. adviser | 32% | 0.85% | Davenport & Company LLC |
| 3 | VELA LARGE CAP PLUS FUND cheaper diff. adviser | 30% | 1.02% | VELA Investment Management, LLC |
| 4 | Bridges Investment Fund · BRGIX cheaper diff. adviser | 30% | 0.71% | Bridges Investment Management Inc |
| 5 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 30% | 0.71% | Victory Capital Management Inc. |
| 6 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 28% | 0.52% | Brown Advisory LLC |
| 7 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX cheaper diff. adviser | 28% | 0.84% | Touchstone Advisors, Inc. |
| 8 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX cheaper diff. adviser | 28% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 9 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 28% | 0.66% | Touchstone Advisors, Inc. |
| 10 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 28% | 0.73% | Touchstone Advisors, Inc. |
| 11 | SUMMITRY EQUITY FUND · GGEFX cheaper diff. adviser | 27% | 1.25% | Summitry LLC |
| 12 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 27% | — | Boston Management and Research |
| 13 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 27% | 0.25% | SSGA Funds Management, Inc. |
| 14 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 27% | 0.13% | SSGA Funds Management, Inc. |
| 15 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 27% | 0.85% | SSGA Funds Management, Inc. |
| 16 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 27% | 0.56% | Touchstone Advisors, Inc. |
| 17 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 27% | 0.38% | SSGA Funds Management, Inc. |
| 18 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 27% | 0.17% | SSGA Funds Management, Inc. |
| 19 | Putnam Focused Equity Fund cheaper diff. adviser | 27% | 0.71% | Putnam Investment Management, LLC |
| 20 | MEEHAN FOCUS FUND · MEFOX cheaper diff. adviser | 26% | 1.01% | Edgemoor Investment Advisors, Inc. |
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