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 River Road Focused Absolute Value Fund · AFAVX, ARRFX, ARRZX | 47% | 0.78% | AMG Funds LLC |
| 2 | AMG River Road Mid Cap Value Fund · CHTTX, ABMIX, ABIZX | 38% | 0.76% | AMG Funds LLC |
| 3 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper diff. adviser | 18% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 4 | Destinations Large Cap Equity Fund · DLCFX, DLCZX diff. adviser | 16% | 0.66% | Brinker Capital Investments, LLC |
| 5 | AMG River Road Dividend All Cap Value Fund · ARDEX, ARIDX, ARZDX | 16% | 0.68% | AMG Funds LLC |
| 6 | Scharf ETF · KAT | 16% | 0.75% | — |
| 7 | GoodHaven Fund · GOODX diff. adviser | 15% | 1.10% | GoodHaven Capital Management LLC |
| 8 | JNL Multi-Manager U.S. Select Equity Fund diff. adviser | 15% | 0.68% | Jackson National Asset Management, LLC |
| 9 | GMO Domestic Resilience ETF · DRES cheaper | 14% | 0.50% | — |
| 10 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 13% | 0.59% | Harris Associates L.P. |
| 11 | AB Mid Cap Value Portfolio · ABMVX diff. adviser | 13% | 0.67% | AllianceBernstein L.P. |
| 12 | JNL Multi-Manager Mid Cap Fund diff. adviser | 13% | 0.79% | Jackson National Asset Management, LLC |
| 13 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX diff. adviser | 13% | 0.73% | Natixis Advisors, LLC |
| 14 | Oakmark Fund · OAKMX, OAYMX, OANMX, OAZMX cheaper diff. adviser | 13% | 0.61% | Harris Associates L.P. |
| 15 | American Beacon Shapiro Equity Opportunities Fund · SHXIX, SHXPX, SHXYX, SHXCX, SHXAX diff. adviser | 13% | 0.80% | American Beacon Advisors, Inc. |
| 16 | AB Large Cap Value Fund · ABVAX, ABVCX, ABVYX, ABVIX, ABVZX cheaper diff. adviser | 12% | 0.60% | AllianceBernstein L.P. |
| 17 | Themes US Infrastructure ETF · HWAY cheaper | 12% | 0.29% | — |
| 18 | DIAMOND HILL LARGE CAP FUND · DHLAX, DHLRX, DHLYX cheaper diff. adviser | 12% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 19 | Brown Advisory Sustainable Value Fund · BISVX, BASVX diff. adviser | 12% | 0.71% | Brown Advisory LLC |
| 20 | ALPS Global Opportunity Portfolio · AVPEX diff. adviser | 12% | 1.41% | ALPS Advisors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.