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 | Longleaf Partners Fund · LLPFX cheaper | 67% | 0.79% | Southeastern Asset Management, Inc. |
| 2 | Longleaf Partners International Fund · LLINX | 42% | 1.05% | Southeastern Asset Management, Inc. |
| 3 | Longleaf Partners Small Cap Fund · LLSCX cheaper | 29% | 0.95% | Southeastern Asset Management, Inc. |
| 4 | TSW Large Cap Value Fund · TSWEX cheaper diff. adviser | 8% | 0.75% | JOHCM (USA) Inc. |
| 5 | ACR Opportunity Fund · ACROX diff. adviser | 7% | 1.25% | ACR ALPINE CAPITAL RESEARCH, LLC |
| 6 | Meridian Hedged Equity Fund · MEIFX, MRIEX, MRAEX, MRREX, MRCEX diff. adviser | 6% | 1.27% | ArrowMark Colorado Holdings, LLC |
| 7 | Ancora/Thelen Small-Mid Cap Fund · AATIX, AATSX cheaper diff. adviser | 6% | 1.01% | Ancora Advisors LLC |
| 8 | Victory RS Large Cap Alpha Fund · GPAFX, RCOCX, RCEYX cheaper diff. adviser | 6% | 0.68% | Victory Capital Management Inc. |
| 9 | Invesco Food & Beverage ETF · PBJ cheaper diff. adviser | 6% | 0.61% | Invesco Capital Management LLC |
| 10 | SOUND SHORE FUND · SSHFX, SSHVX cheaper diff. adviser | 6% | 0.75% | Sound Shore Management, Inc. |
| 11 | DWS CROCI(R) U.S. VIP cheaper diff. adviser | 5% | 0.70% | DWS Investment Management Americas, Inc. |
| 12 | DWS CROCI(R) U.S. Fund · DCUAX, DCUCX, DCUIX, DCUSX cheaper diff. adviser | 5% | 0.63% | DWS Investment Management Americas, Inc. |
| 13 | Cambiar Opportunity Fund · CAMWX, CAMOX cheaper diff. adviser | 5% | 0.65% | Cambiar Investors, LLC |
| 14 | Transamerica TSW Mid Cap Value Opportunities VP cheaper diff. adviser | 5% | 0.76% | Transamerica Asset Management, Inc. |
| 15 | iShares Biotechnology ETF · IBB cheaper diff. adviser | 5% | 0.44% | BlackRock Fund Advisors |
| 16 | Nomura Healthcare Fund · DLHAX, DLHCX, DLRHX, DLHIX cheaper diff. adviser | 5% | 0.96% | Macquarie Investment Management Business Trust |
| 17 | VanEck Biotech ETF · BBH cheaper diff. adviser | 5% | 0.35% | Van Eck Associates Corporation |
| 18 | Invesco Nasdaq Biotechnology ETF · IBBQ cheaper diff. adviser | 5% | 0.19% | Invesco Capital Management LLC |
| 19 | Amplify Weight Loss Drug & Treatment ETF cheaper | 5% | 0.59% | — |
| 20 | Direxion Daily Biotech Top 5 Bull 2X ETF · TBXU cheaper diff. adviser | 5% | 0.97% | RAFFERTY ASSET MANAGEMENT, LLC |
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