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 | Scharf ETF · KAT | 61% | 0.75% | — |
| 2 | iMGP Global Select Fund · MSEFX | 53% | 0.98% | IM Global Partner Fund Management, LLC |
| 3 | Scharf Multi-Asset Opportunity Fund · LOGOX, LOGBX | 50% | 0.95% | — |
| 4 | YCG Enhanced Fund · YCGEX | 19% | 1.17% | YCG, LLC |
| 5 | Madison Covered Call ETF · CVRD | 19% | 0.92% | Madison Asset Management, LLC |
| 6 | The Beehive ETF · BEEX | 19% | 0.84% | Tidal Investments LLC |
| 7 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 18% | 0.80% | AllianceBernstein L.P. |
| 8 | DAVENPORT CORE LEADERS FUND · DAVPX | 17% | 0.85% | Davenport & Company LLC |
| 9 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX | 17% | 0.65% | John Hancock Investment Management LLC |
| 10 | AB Global Core Equity Portfolio · GCECX, GCEYX, GCEAX | 16% | 0.78% | AllianceBernstein L.P. |
| 11 | Global Climate Action Fund · JLFSX | 16% | 0.84% | John Hancock Investment Management LLC |
| 12 | Franklin ClearBridge Enhanced Income ETF · YLDE cheaper | 16% | 0.48% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | Fidelity Capital Appreciation Fund · FDCAX, FCAKX cheaper | 16% | 0.58% | Fidelity Management & Research Company LLC |
| 14 | AMG Veritas Global Real Return Fund · BLUEX | 16% | 1.17% | — |
| 15 | MFS Intrinsic Value Fund · UIVRX, UIVQX, UIVPX, UIVVX, UIVMX, UIVIX, UIVCX, UIVNX | 16% | 0.62% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | AMG Veritas Global Focus Fund · MFQAX, MFQTX | 16% | 0.88% | AMG Funds LLC |
| 17 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper | 16% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 18 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 16% | 0.57% | — |
| 19 | MFS Investors Trust Series | 16% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper | 16% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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