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 | Clarkston Founders Fund · CIMDX, CFMDX | 71% | 0.80% | Clarkston Capital Partners, LLC |
| 2 | Clarkston Partners Fund · CFSMX, CISMX | 47% | 0.85% | Clarkston Capital Partners, LLC |
| 3 | Oakmark Select Fund · OAKLX, OAYLX, OANLX, OAZLX diff. adviser | 17% | 0.73% | Harris Associates L.P. |
| 4 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX diff. adviser | 15% | 0.82% | Harris Associates L.P. |
| 5 | Oakmark Global Large Cap ETF · OAKG cheaper | 13% | 0.62% | — |
| 6 | VanEck Morningstar Wide Moat ETF · MOAT cheaper diff. adviser | 12% | 0.46% | Van Eck Associates Corporation |
| 7 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX cheaper diff. adviser | 12% | 0.49% | Van Eck Associates Corporation |
| 8 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 12% | 0.45% | Jackson National Asset Management, LLC |
| 9 | Dodge & Cox Stock Fund · DODGX, DOXGX cheaper diff. adviser | 11% | 0.41% | Dodge & Cox |
| 10 | John Hancock Disciplined Value Select ETF · JDVL cheaper | 11% | 0.56% | — |
| 11 | iShares Large Cap Value Active ETF cheaper diff. adviser | 11% | 0.46% | BlackRock Fund Advisors |
| 12 | Cromwell Tran Focus Fund · LIMAX, LIMIX diff. adviser | 11% | 1.10% | Cromwell Investment Advisors, LLC |
| 13 | Invesco V.I. Growth and Income Fund diff. adviser | 11% | 0.75% | Invesco Advisers, Inc. |
| 14 | Oakmark Global Fund · OAKGX, OAYGX, OANGX, OAZGX diff. adviser | 10% | 0.85% | Harris Associates L.P. |
| 15 | Invesco Growth and Income Fund · ACGIX, ACGKX, ACGMX, ACGQX, ACGLX, GIFFX cheaper diff. adviser | 10% | 0.42% | Invesco Advisers, Inc. |
| 16 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX cheaper diff. adviser | 10% | 0.61% | Voya Investments, LLC |
| 17 | DAVENPORT INSIDER BUYING FUND diff. adviser | 10% | 1.01% | Davenport & Company LLC |
| 18 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 10% | 0.59% | Harris Associates L.P. |
| 19 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX diff. adviser | 10% | 0.73% | Natixis Advisors, LLC |
| 20 | Olstein All Cap Value Fund · OFAFX, OFALX, OFAVX diff. adviser | 10% | 1.18% | Olstein Capital Mangement, L.P. |
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