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 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX | 49% | 0.63% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Variable Portfolio - Disciplined Core Fund | 49% | 0.67% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Variable Portfolio - Core Equity Fund cheaper | 48% | 0.40% | Columbia Management Investment Advisers, LLC |
| 4 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper | 43% | 0.42% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Research Enhanced Value ETF · REVS cheaper | 38% | 0.19% | Columbia Management Investment Advisers, LLC |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 33% | 0.43% | Voya Investments, LLC |
| 8 | Tri-Continental Corporation | 33% | — | — |
| 9 | Transamerica Large Value Opportunities · TLORX, TLOFX, TLOTX cheaper diff. adviser | 33% | 0.52% | Transamerica Asset Management, Inc. |
| 10 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 32% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 11 | MFS Blended Research Value Equity Fund · BRUDX, BRUEX, BRUGX, BRUHX, BRUJX, BRUKX, BRULX, BRUMX, BRUNX cheaper diff. adviser | 30% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | Crossmark Large Cap Value ETF cheaper diff. adviser | 30% | 0.50% | Crossmark Global Investments, Inc. |
| 13 | Large Cap Value Fund · NOLVX cheaper diff. adviser | 30% | 0.57% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 30% | 0.64% | SunAmerica Asset Management, LLC |
| 15 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 30% | 0.75% | Crossmark Global Investments, Inc. |
| 16 | BlackRock Advantage Large Cap Value V.I. Fund cheaper diff. adviser | 29% | 0.60% | BlackRock Advisors, LLC |
| 17 | BlackRock Advantage Large Cap Value Fund cheaper diff. adviser | 29% | 0.49% | BlackRock Advisors, LLC |
| 18 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX cheaper diff. adviser | 29% | 0.53% | T. Rowe Price Associates, Inc. |
| 19 | American Beacon Man Large Cap Value Fund · BWLAX, BWLCX, BRLVX, BWLYX, BWLIX, BWLRX diff. adviser | 29% | 0.82% | American Beacon Advisors, Inc. |
| 20 | Global Atlantic BlackRock Disciplined Value Portfolio cheaper diff. adviser | 29% | 0.57% | Global Atlantic Investment Advisors, LLC |
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