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 Global Fund · LLGLX | 67% | 1.05% | Southeastern Asset Management, Inc. |
| 2 | Longleaf Partners Small Cap Fund · LLSCX | 33% | 0.95% | Southeastern Asset Management, Inc. |
| 3 | Longleaf Partners International Fund · LLINX | 17% | 1.05% | Southeastern Asset Management, Inc. |
| 4 | TSW Large Cap Value Fund · TSWEX cheaper diff. adviser | 10% | 0.75% | JOHCM (USA) Inc. |
| 5 | Putnam BioRevolution ETF cheaper diff. adviser | 9% | 0.70% | Putnam Investment Management, LLC |
| 6 | ACR Opportunity Fund · ACROX diff. adviser | 8% | 1.25% | ACR ALPINE CAPITAL RESEARCH, LLC |
| 7 | Ariel Fund · ARGFX, ARAIX cheaper diff. adviser | 7% | 0.70% | Ariel Investments, LLC |
| 8 | BlackRock Large Cap Focus Value Fund, Inc. cheaper diff. adviser | 7% | 0.48% | BlackRock Advisors, LLC |
| 9 | Meridian Hedged Equity Fund · MEIFX, MRIEX, MRAEX, MRREX, MRCEX diff. adviser | 7% | 1.27% | ArrowMark Colorado Holdings, LLC |
| 10 | BlackRock Mid-Cap Value Fund cheaper diff. adviser | 6% | 0.70% | BlackRock Advisors, LLC |
| 11 | Clarkston Fund · CILGX cheaper diff. adviser | 6% | 0.70% | Clarkston Capital Partners, LLC |
| 12 | Invesco Food & Beverage ETF · PBJ cheaper diff. adviser | 6% | 0.61% | Invesco Capital Management LLC |
| 13 | Transamerica TSW Mid Cap Value Opportunities VP cheaper diff. adviser | 6% | 0.76% | Transamerica Asset Management, Inc. |
| 14 | Dodge & Cox Stock Fund · DODGX, DOXGX cheaper diff. adviser | 6% | 0.41% | Dodge & Cox |
| 15 | Ancora/Thelen Small-Mid Cap Fund · AATIX, AATSX diff. adviser | 6% | 1.01% | Ancora Advisors LLC |
| 16 | Victory RS Large Cap Alpha Fund · GPAFX, RCOCX, RCEYX cheaper diff. adviser | 6% | 0.68% | Victory Capital Management Inc. |
| 17 | DWS CROCI(R) U.S. VIP cheaper diff. adviser | 6% | 0.70% | DWS Investment Management Americas, Inc. |
| 18 | DWS CROCI(R) U.S. Fund · DCUAX, DCUCX, DCUIX, DCUSX cheaper diff. adviser | 6% | 0.63% | DWS Investment Management Americas, Inc. |
| 19 | SOUND SHORE FUND · SSHFX, SSHVX cheaper diff. adviser | 6% | 0.75% | Sound Shore Management, Inc. |
| 20 | FPA Global Equity ETF · FPAG cheaper | 6% | 0.49% | — |
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