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 cheaper | 70% | 0.75% | — |
| 2 | Scharf Global Opportunity ETF · GKAT cheaper | 50% | 0.59% | — |
| 3 | iMGP Global Select Fund · MSEFX | 40% | 0.98% | IM Global Partner Fund Management, LLC |
| 4 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper | 19% | 0.65% | Morgan Stanley Investment Management Inc. |
| 5 | AQE Core ETF · AQEC cheaper | 19% | 0.49% | Arlington Partners, LLC |
| 6 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX | 18% | 0.96% | Voya Investments, LLC |
| 7 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX cheaper | 18% | 0.83% | Morgan Stanley Investment Management Inc. |
| 8 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper | 18% | 0.85% | Davenport & Company LLC |
| 9 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX | 17% | 1.85% | RiverPark Advisors, LLC |
| 10 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 16% | 0.79% | — |
| 11 | Madison Covered Call ETF · CVRD cheaper | 16% | 0.92% | Madison Asset Management, LLC |
| 12 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX | 16% | 1.00% | RiverPark Advisors, LLC |
| 13 | DIAMOND HILL LARGE CAP FUND · DHLAX, DHLRX, DHLYX cheaper | 16% | 0.56% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 14 | VELA LARGE CAP PLUS FUND | 16% | 1.02% | VELA Investment Management, LLC |
| 15 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper | 16% | 0.31% | AQR Capital Management, LLc |
| 16 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX cheaper | 16% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 17 | BBH Select Series - Large Cap Fund · BBLIX, BBLRX cheaper | 16% | 0.71% | Brown Brothers Harriman & Co. |
| 18 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper | 15% | 0.80% | AllianceBernstein L.P. |
| 19 | Suncoast Select Growth ETF · SEMG cheaper | 15% | 0.60% | — |
| 20 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 15% | 1.22% | AllianceBernstein L.P. |
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