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 Global Fund · DGFAX, DGFCX, DGFYX | 91% | 0.70% | Davis Selected Advisers, L.P. |
| 2 | Davis New York Venture Fund · NYVTX, NYVBX, NYVCX, DNVYX, NYVRX | 58% | 0.67% | — |
| 3 | Davis Opportunity Fund · RPEAX, DGOCX, DGOYX | 55% | 0.68% | Davis Selected Advisers, L.P. |
| 4 | Selected American Shares · SLASX, SLADX | 55% | 0.66% | Davis Selected Advisers, L.P. |
| 5 | Davis Equity Portfolio · QDVPAX | 54% | 0.72% | Davis Selected Advisers, L.P. |
| 6 | Davis Select International ETF · DINT | 54% | 0.66% | Davis Selected Advisers, L.P. |
| 7 | Davis International Fund · DILAX, DILCX, DILYX | 53% | 0.72% | Davis Selected Advisers, L.P. |
| 8 | Davis Select U.S. Equity ETF · DUSA cheaper | 50% | 0.59% | Davis Selected Advisers, L.P. |
| 9 | Clipper Fund · CFIMX | 49% | 0.70% | Davis Selected Advisers, L.P. |
| 10 | Selected International Fund · SLSSX, SLSDX | 44% | 0.80% | Davis Selected Advisers, L.P. |
| 11 | Davis Research Fund · DRFAX | 44% | 0.68% | — |
| 12 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX | 36% | 0.67% | Davis Selected Advisers, L.P. |
| 13 | Davis Select Financial ETF · DFNL cheaper | 20% | 0.61% | Davis Selected Advisers, L.P. |
| 14 | Davis Financial Portfolio · QDFPAX | 16% | 0.76% | Davis Selected Advisers, L.P. |
| 15 | Davis Financial Fund · RPFGX, DFFCX, DVFYX | 16% | 0.71% | Davis Selected Advisers, L.P. |
| 16 | Matrix Advisors Value ETF · MAVF diff. adviser | 15% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX diff. adviser | 15% | 0.66% | Touchstone Advisors, Inc. |
| 18 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 15% | 0.56% | Touchstone Advisors, Inc. |
| 19 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX diff. adviser | 15% | 0.84% | Touchstone Advisors, Inc. |
| 20 | IMS Capital Value Fund · IMSCX diff. adviser | 15% | 1.80% | IMS Capital Management, Inc. |
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