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 | Davis Opportunity Fund · RPEAX, DGOCX, DGOYX | 54% | 0.68% | Davis Selected Advisers, L.P. |
| 2 | Selected American Shares · SLASX, SLADX cheaper | 46% | 0.66% | Davis Selected Advisers, L.P. |
| 3 | Davis Equity Portfolio · QDVPAX | 46% | 0.72% | Davis Selected Advisers, L.P. |
| 4 | Davis Select U.S. Equity ETF · DUSA cheaper | 45% | 0.59% | Davis Selected Advisers, L.P. |
| 5 | Davis New York Venture Fund · NYVTX, NYVBX, NYVCX, DNVYX, NYVRX | 43% | 0.67% | — |
| 6 | Clipper Fund · CFIMX | 40% | 0.70% | Davis Selected Advisers, L.P. |
| 7 | Davis Research Fund · DRFAX | 37% | 0.68% | — |
| 8 | Davis Select Worldwide ETF · DWLD cheaper | 36% | 0.62% | Davis Selected Advisers, L.P. |
| 9 | Davis Global Fund · DGFAX, DGFCX, DGFYX | 35% | 0.70% | Davis Selected Advisers, L.P. |
| 10 | Davis Select Financial ETF · DFNL cheaper | 24% | 0.61% | Davis Selected Advisers, L.P. |
| 11 | Quality Equity Portfolio diff. adviser | 21% | 0.89% | Neuberger Berman Investment Advisers LLC |
| 12 | Davis Financial Portfolio · QDFPAX | 20% | 0.76% | Davis Selected Advisers, L.P. |
| 13 | Davis Financial Fund · RPFGX, DFFCX, DVFYX | 19% | 0.71% | Davis Selected Advisers, L.P. |
| 14 | Matrix Advisors Value ETF · MAVF diff. adviser | 18% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | Neuberger Berman Quality Equity Fund · NBSRX, NBSTX, NBSLX, NRACX, NRARX, NRAAX, NRSRX cheaper diff. adviser | 18% | 0.05% | Neuberger Berman Investment Advisers LLC |
| 16 | MEEHAN FOCUS FUND · MEFOX diff. adviser | 18% | 1.01% | Edgemoor Investment Advisors, Inc. |
| 17 | T. Rowe Price Value ETF · TVAL cheaper diff. adviser | 17% | 0.33% | T. Rowe Price Associates, Inc. |
| 18 | Capital Group U.S. Large Value ETF · CGVV cheaper | 17% | 0.33% | — |
| 19 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 16% | 0.20% | BlackRock Fund Advisors |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 16% | 0.43% | Voya Investments, LLC |
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