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 | FMI Global Fund · FMIGX | 56% | 0.90% | Fiduciary Management, Inc. |
| 2 | Oakmark Global Select Fund · OAKWX, OAYWX, OANWX, OAZWX diff. adviser | 20% | 0.82% | Harris Associates L.P. |
| 3 | Liberty All-Star Equity Fund | 20% | — | — |
| 4 | Sequoia Fund Inc · SEQUX diff. adviser | 18% | 1.00% | Ruane Cunniff L.P. |
| 5 | Artisan Select Equity Fund · APHNX, ARTNX, APDNX diff. adviser | 18% | 1.09% | Artisan Partners Limited Partnership |
| 6 | Provident Trust Strategy Fund · PROVX diff. adviser | 17% | 0.95% | Provident Trust Company |
| 7 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 17% | 0.52% | Brown Advisory LLC |
| 8 | American Century Focused Large Cap Value ETF · FLV cheaper | 16% | 0.42% | — |
| 9 | Becker Value Equity Fund · BVEFX, BVEIX cheaper diff. adviser | 16% | 0.68% | Becker Capital Management Inc |
| 10 | Madison Large Cap Fund · MINVX, MNVRX, MNVAX, MIVIX diff. adviser | 16% | 0.73% | Madison Asset Management, LLC |
| 11 | Large Cap Growth Fund diff. adviser | 16% | 0.83% | Madison Asset Management, LLC |
| 12 | ABSOLUTE CAPITAL OPPORTUNITIES FUND · CAPOX diff. adviser | 16% | 1.51% | Absolute Investment Advisers LLC |
| 13 | Large Company Value Portfolio diff. adviser | 15% | 0.75% | Mason Street Advisors, LLC |
| 14 | Focused Large Cap Value Fund · ALVIX, ALPAX, ALVSX, ALPCX, ALVRX, ALVDX, ALVGX, ACFLX cheaper diff. adviser | 15% | 0.01% | American Century Investment Management, Inc. |
| 15 | Large-Cap Value Portfolio cheaper diff. adviser | 14% | 0.62% | Pacific Life Fund Advisors LLC |
| 16 | ClearBridge Variable Large Cap Value Portfolio · QLMVIX diff. adviser | 14% | 0.72% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | Brown Advisory Flexible Equity ETF · BAFE cheaper diff. adviser | 14% | 0.54% | Brown Advisory LLC |
| 18 | FMI International Fund II - Currency Unhedged · FMIFX | 14% | 0.90% | Fiduciary Management, Inc. |
| 19 | FMI International Fund · FMIJX, FMIYX | 14% | 0.80% | Fiduciary Management, Inc. |
| 20 | Central Securities Corporation | 14% | — | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.