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 New York Venture Fund · NYVTX, NYVBX, NYVCX, DNVYX, NYVRX cheaper | 53% | 0.67% | — |
| 2 | Davis Select U.S. Equity ETF · DUSA cheaper | 49% | 0.59% | Davis Selected Advisers, L.P. |
| 3 | Davis Equity Portfolio · QDVPAX | 47% | 0.72% | Davis Selected Advisers, L.P. |
| 4 | Selected American Shares · SLASX, SLADX cheaper | 47% | 0.66% | Davis Selected Advisers, L.P. |
| 5 | Davis Select Worldwide ETF · DWLD cheaper | 44% | 0.62% | Davis Selected Advisers, L.P. |
| 6 | Davis Opportunity Fund · RPEAX, DGOCX, DGOYX | 42% | 0.68% | Davis Selected Advisers, L.P. |
| 7 | Clipper Fund · CFIMX | 39% | 0.70% | Davis Selected Advisers, L.P. |
| 8 | Davis Global Fund · DGFAX, DGFCX, DGFYX | 39% | 0.70% | Davis Selected Advisers, L.P. |
| 9 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX cheaper | 37% | 0.67% | Davis Selected Advisers, L.P. |
| 10 | Davis Select Financial ETF · DFNL cheaper | 36% | 0.61% | Davis Selected Advisers, L.P. |
| 11 | Davis Financial Portfolio · QDFPAX | 29% | 0.76% | Davis Selected Advisers, L.P. |
| 12 | Davis Financial Fund · RPFGX, DFFCX, DVFYX | 29% | 0.71% | Davis Selected Advisers, L.P. |
| 13 | Matrix Advisors Value ETF · MAVF | 27% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | Quality Equity Portfolio | 26% | 0.89% | Neuberger Berman Investment Advisers LLC |
| 15 | Neuberger Berman Quality Equity Fund · NBSRX, NBSTX, NBSLX, NRACX, NRARX, NRAAX, NRSRX cheaper | 26% | 0.05% | Neuberger Berman Investment Advisers LLC |
| 16 | Davis Select International ETF · DINT cheaper | 25% | 0.66% | Davis Selected Advisers, L.P. |
| 17 | Technology Growth Portfolio | 25% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 18 | NYLI VP Newton Technology Growth Portfolio | 25% | 0.77% | New York Life Investment Management LLC |
| 19 | BNY Mellon Technology Growth Fund · DTGRX, DTGCX, DGVRX, DTEYX | 24% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 20 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper | 24% | 0.66% | Touchstone Advisors, Inc. |
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