FundWatcher
FBPBX
CANTOR FBP APPRECIATION & INCOME OPPORTUNITIES FUN
Williamsburg Investment Trust

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Computed 2026-07-05

Funds 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.

#FundOverlapNet exp.Adviser
1 CANTOR FBP EQUITY & DIVIDEND PLUS FUND · FBPEX 64% 1.12% —
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3 Fidelity Large Cap Value Enhanced Index Fund cheaper 26% 0.39% —
4 Delaware VIP Equity Income Series cheaper 26% 0.74% —
5 Delaware Equity Income Fund cheaper 26% 0.71% —
6 Emerge EMPWR Sustainable Dividend Equity ETF cheaper 24% 0.95% —
7 Fidelity Large Cap Core Enhanced Index Fund cheaper 24% 0.39% —
8 PF Large-Cap Value Fund cheaper 23% 0.80% —
9 Sofi Weekly Dividend ETF cheaper 23% 0.49% —
10 Ziegler FAMCO Hedged Equity Fund cheaper 22% 0.70% —
11 HARTFORD QUALITY VALUE FUND cheaper 22% 0.46% —
12 Brandes U.S. Value Fund cheaper 22% 0.61% —
13 AZL Gateway Fund 20% 1.12% Allianz Investment Management LLC
14 FlexShares Quality Dividend Dynamic Index Fund cheaper 20% 0.37% —
15 AXS Thomson Reuters Private Equity Return Tracker Fund 20% 1.50% —
16 CornerCap Fundametrics Large-Cap ETF cheaper 20% 0.50% —
17 Nationwide Dow Jones Risk-Managed Income ETF cheaper 20% 0.68% Nationwide Fund Advisors
18 Beech Hill Total Return Fund 20% 1.75% —
19 Hartford Schroders ESG US Equity ETF cheaper 19% 0.39% —
20 PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 18% — —

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