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 | Leuthold Core Investment Fund · LCORX, LCRIX | 64% | 1.24% | Leuthold Group, LLC |
| 2 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 26% | 0.01% | American Century Investment Management, Inc. |
| 3 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 25% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 4 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX cheaper diff. adviser | 25% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 5 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX diff. adviser | 25% | 0.69% | Sterling Capital Management LLC |
| 6 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 25% | 0.70% | SunAmerica Asset Management, LLC |
| 7 | Boston Partners All-Cap Value Fund · BPAIX, BPAVX diff. adviser | 24% | 0.80% | Boston Partners Global Investors, Inc. |
| 8 | LVIP American Century Disciplined Core Value Fund cheaper diff. adviser | 23% | 0.61% | Lincoln Financial Investments Corporation |
| 9 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 23% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 10 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 23% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 11 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 23% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 12 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 23% | 0.40% | LSV Asset Management |
| 13 | Transamerica Large Value Opportunities · TLORX, TLOFX, TLOTX cheaper diff. adviser | 23% | 0.52% | Transamerica Asset Management, Inc. |
| 14 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX cheaper diff. adviser | 23% | 0.53% | T. Rowe Price Associates, Inc. |
| 15 | MML Equity Fund cheaper diff. adviser | 23% | 0.43% | MML Investment Advisers, LLC |
| 16 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 23% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | Columbia Large Cap Enhanced Core Fund · NMIAX, CCERX, NMIMX, CECYX, NMIDX cheaper diff. adviser | 23% | 0.42% | Columbia Management Investment Advisers, LLC |
| 18 | DWS ESG Core Equity Fund · DESRX, DESUX, DESSX, DESGX, DESAX, DESCX cheaper diff. adviser | 23% | 0.55% | DWS Investment Management Americas, Inc. |
| 19 | M Large Cap Value Fund · MBOVX cheaper diff. adviser | 23% | 0.63% | M Financial Investment Advisers, Inc. |
| 20 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX cheaper diff. adviser | 23% | 0.60% | MML Investment Advisers, LLC |
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