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 | LVIP American Century Disciplined Core Value Fund diff. adviser | 30% | 0.61% | Lincoln Financial Investments Corporation |
| 2 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 30% | 0.64% | SunAmerica Asset Management, LLC |
| 3 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX diff. adviser | 29% | 0.55% | Fidelity Management & Research Company LLC |
| 4 | Capital Appreciation Fund · VAPPX diff. adviser | 29% | 0.73% | The Variable Annuity Life Insurance Company |
| 5 | Fidelity Series Value Discovery Fund · FNKLX cheaper diff. adviser | 29% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper diff. adviser | 29% | 0.40% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Blue Chip Value ETF · FBCV diff. adviser | 28% | 0.57% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Value Discovery K6 Fund · FDVKX diff. adviser | 28% | 0.45% | Fidelity Management & Research Company LLC |
| 9 | Columbia Integrated Large Cap Growth Fund · ILGGX, ILGCX, ILGJX | 28% | 0.43% | Columbia Management Investment Advisers, LLC |
| 10 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 27% | 0.20% | BlackRock Fund Advisors |
| 11 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX diff. adviser | 27% | 0.47% | Fidelity Management & Research Company LLC |
| 12 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 27% | 0.43% | Voya Investments, LLC |
| 13 | Disciplined Core Value Fund · BIGRX, AMADX, AMGIX, ACGCX, AICRX, AICGX diff. adviser | 27% | 0.45% | American Century Investment Management, Inc. |
| 14 | Columbia Integrated Large Cap Growth Fund II · CZMGX | 27% | 0.66% | Columbia Management Investment Advisers, LLC |
| 15 | Columbia Large Cap Growth ETF · REGS cheaper | 26% | 0.35% | — |
| 16 | Columbia Research Enhanced Value ETF · REVS cheaper | 26% | 0.19% | Columbia Management Investment Advisers, LLC |
| 17 | CTIVP - T. Rowe Price Large Cap Value Fund | 26% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | Columbia Intrinsic Value Fund · INDZX, ADECX, RSEDX, CDVZX, CDEYX | 26% | 0.65% | Columbia Management Investment Advisers, LLC |
| 19 | American Beacon Man Large Cap Value Fund · BWLAX, BWLCX, BRLVX, BWLYX, BWLIX, BWLRX diff. adviser | 26% | 0.82% | American Beacon Advisors, Inc. |
| 20 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 26% | 0.11% | Fidelity Management & Research Company LLC |
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