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 | AMG Yacktman Global Fund · YFSNX, YFSIX cheaper diff. adviser | 12% | 0.93% | AMG Funds LLC |
| 2 | AMG Yacktman Focused Fund · YAFFX, YAFIX diff. adviser | 9% | 1.07% | AMG Funds LLC |
| 3 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 8% | 0.57% | — |
| 4 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX cheaper diff. adviser | 8% | 0.82% | Harris Associates L.P. |
| 5 | Boston Trust Walden Balanced Fund · WSBFX cheaper diff. adviser | 8% | 0.95% | Boston Trust Walden Inc. |
| 6 | Brown Advisory Flexible Equity ETF · BAFE cheaper diff. adviser | 8% | 0.54% | Brown Advisory LLC |
| 7 | AMG Yacktman Fund · YACKX cheaper diff. adviser | 7% | 0.62% | AMG Funds LLC |
| 8 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX cheaper diff. adviser | 7% | 1.05% | Fidelity Management & Research Company LLC |
| 9 | Gabelli Multimedia Trust Inc. | 7% | — | — |
| 10 | Global Stars Portfolio · MGQIX, MGQAX, MGQLX, MGQSX, MSGQX cheaper diff. adviser | 7% | 0.75% | Morgan Stanley Investment Management Inc. |
| 11 | Fidelity Worldwide Fund · FWWFX, FWAFX, FWCFX, FWTFX, FWIFX, FIQOX cheaper diff. adviser | 7% | 0.69% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX cheaper diff. adviser | 7% | 0.61% | Fidelity Management & Research Company LLC |
| 13 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 7% | 0.35% | LSV Asset Management |
| 14 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 6% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | iShares iBonds Dec 2030 Term Treasury ETF · IBTK cheaper diff. adviser | 6% | 0.07% | BlackRock Fund Advisors |
| 16 | Vontobel U.S. Equity · VNUAX, VNUYX, VNUIX cheaper diff. adviser | 6% | 0.50% | Vontobel Asset Management, Inc |
| 17 | Catholic Responsible Investments Equity Index Fund · CRQSX cheaper diff. adviser | 6% | 0.09% | Christian Brothers Investment Services, Inc. |
| 18 | Goldman Sachs U.S. Tax-Managed Equity Fund · GCTIX, GCTSX, GCTAX, GCTCX, GQIRX, GCTRX, GSDPX cheaper diff. adviser | 6% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 19 | Neuberger Berman Long Short Fund · NLSAX, NLSCX, NLSIX diff. adviser | 6% | 1.27% | Neuberger Berman Investment Advisers LLC |
| 20 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX diff. adviser | 6% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
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