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 Multi-Asset Opportunity Fund · LOGOX, LOGBX | 70% | 0.95% | — |
| 2 | Scharf Global Opportunity ETF · GKAT cheaper | 61% | 0.59% | — |
| 3 | iMGP Global Select Fund · MSEFX | 49% | 0.98% | IM Global Partner Fund Management, LLC |
| 4 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper | 25% | 0.65% | Morgan Stanley Investment Management Inc. |
| 5 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX | 22% | 0.96% | Voya Investments, LLC |
| 6 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX | 22% | 0.83% | Morgan Stanley Investment Management Inc. |
| 7 | DAVENPORT CORE LEADERS FUND · DAVPX | 20% | 0.85% | Davenport & Company LLC |
| 8 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX | 20% | 1.85% | RiverPark Advisors, LLC |
| 9 | Madison Covered Call ETF · CVRD | 20% | 0.92% | Madison Asset Management, LLC |
| 10 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX | 20% | 1.00% | RiverPark Advisors, LLC |
| 11 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper | 20% | 0.59% | Calvert Research and Management |
| 12 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX | 19% | 0.80% | AllianceBernstein L.P. |
| 13 | ALTA QUALITY GROWTH FUND · AQLGX | 19% | 0.79% | — |
| 14 | Suncoast Select Growth ETF · SEMG cheaper | 19% | 0.60% | — |
| 15 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 19% | 0.95% | — |
| 16 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper | 19% | 0.52% | Brown Advisory LLC |
| 17 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX cheaper | 19% | 0.70% | BAMCO, Inc. |
| 18 | AQE Core ETF · AQEC cheaper | 19% | 0.49% | Arlington Partners, LLC |
| 19 | Bridges Investment Fund · BRGIX cheaper | 19% | 0.71% | Bridges Investment Management Inc |
| 20 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX cheaper | 18% | 0.65% | John Hancock Investment Management LLC |
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