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 | Lazard Global Listed Infrastructure Portfolio · GLIFX, GLFOX, RLGLX | 10% | 0.97% | Lazard Asset Management LLC |
| 2 | VictoryShares Free Cash Flow ETF · VFLO cheaper diff. adviser | 10% | 0.39% | Victory Capital Management Inc. |
| 3 | Vulcan Value Partners Fund | 9% | — | — |
| 4 | Brown Advisory International Value Select ETF · BAIV cheaper | 8% | 0.60% | — |
| 5 | Amplify Digital Payments ETF cheaper | 7% | 0.75% | — |
| 6 | Bushido Capital US Equity ETF · SMRI cheaper | 7% | 0.71% | — |
| 7 | Select FinTech Portfolio · FSVLX cheaper diff. adviser | 7% | 0.75% | Fidelity Management & Research Company LLC |
| 8 | Madison Covered Call ETF · CVRD diff. adviser | 7% | 0.92% | Madison Asset Management, LLC |
| 9 | Brandes U.S. Small-Mid Cap Value ETF · BSMC cheaper diff. adviser | 7% | 0.71% | Brandes Investment Partners, L.P. |
| 10 | Transamerica Mid Cap Value Opportunities · MCVAX, MCVCX, MVTIX, IAAEX, TOTRX, TOTFX, TOTTX, MVTRX cheaper diff. adviser | 7% | 0.75% | Transamerica Asset Management, Inc. |
| 11 | Hillman Value Fund · HCMAX diff. adviser | 7% | 0.95% | Hillman Capital Management |
| 12 | Morningstar Global Opportunistic Equity Fund · MSTSX cheaper diff. adviser | 7% | 0.81% | Morningstar Investment Management LLC |
| 13 | Transamerica TSW Mid Cap Value Opportunities VP cheaper diff. adviser | 7% | 0.76% | Transamerica Asset Management, Inc. |
| 14 | BNY Mellon Global Stock Fund · DGLAX, DGLCX, DGLRX, DGLYX diff. adviser | 7% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 15 | Monteagle Select Value Fund · MVEIX diff. adviser | 7% | 1.48% | Park Place Capital Corporation |
| 16 | First Trust S&P 500 Diversified Free Cash Flow ETF · FCFY cheaper diff. adviser | 6% | 0.60% | First Trust Advisors L.P. |
| 17 | ProShares MSCI Europe Dividend Growers ETF · EUDV cheaper diff. adviser | 6% | 0.55% | PROSHARE ADVISORS LLC |
| 18 | Monarch Dividend Plus Index ETF · MDPL diff. adviser | 6% | 1.24% | Kingsview Wealth Management LLC |
| 19 | LAZARD GLOBAL TOTAL RETURN & INCOME FUND INC | 6% | — | — |
| 20 | Lazard International Quality Growth Portfolio · OCMPX, RCMPX, ICMPX cheaper | 6% | 0.80% | Lazard Asset Management LLC |
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