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 | FPA Crescent Fund · FPACX, FPCSX, FPFRX | 31% | 1.00% | First Pacific Advisors, LP |
| 2 | KOVITZ CORE EQUITY ETF · EQTY | 22% | 0.99% | Kovitz Investment Group Partners, LLC |
| 3 | Source Capital | 21% | — | — |
| 4 | BlackRock Large Cap Focus Value Fund, Inc. cheaper | 20% | 0.48% | BlackRock Advisors, LLC |
| 5 | ABSOLUTE CAPITAL OPPORTUNITIES FUND · CAPOX | 20% | 1.51% | Absolute Investment Advisers LLC |
| 6 | BlackRock Basic Value V.I. Fund | 18% | 0.72% | BlackRock Advisors, LLC |
| 7 | Large Cap Equity Fund · WVALX, WVAIX | 18% | 0.86% | Weitz Investment Management, Inc. |
| 8 | First Eagle US Equity ETF · USFE cheaper | 18% | 0.45% | — |
| 9 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX | 17% | 0.72% | John Hancock Investment Management LLC |
| 10 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper | 17% | 0.47% | Fidelity Management & Research Company LLC |
| 11 | First Eagle U.S. Fund · FEVAX, FEVIX, FEVCX, FIVRX, FERVX, FEVRX, EARVX, FEVTX | 17% | 0.83% | First Eagle Investment Management, LLC |
| 12 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper | 16% | 0.35% | PGIM INVESTMENTS LLC |
| 13 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX | 16% | 0.52% | Brown Advisory LLC |
| 14 | iShares Large Cap Value Active ETF cheaper | 16% | 0.46% | BlackRock Fund Advisors |
| 15 | Allspring LT Large Core ETF · ALRG cheaper | 16% | 0.28% | Allspring Funds Management, LLC |
| 16 | NVIT BlackRock Equity Dividend Fund | 16% | 0.65% | Nationwide Fund Advisors |
| 17 | Nuveen Nasdaq 100 Dynamic Overwrite Fund | 16% | — | — |
| 18 | ProShares S&P 500 Ex-Technology ETF · SPXT cheaper | 16% | 0.09% | PROSHARE ADVISORS LLC |
| 19 | TAX-MANAGED GROWTH PORTFOLIO | 16% | — | Boston Management and Research |
| 20 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper | 16% | 0.00% | American Century Investment Management, Inc. |
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