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 | Nuveen Large Cap Value Opportunities Fund · NQCAX, NQCCX, NQCRX cheaper | 86% | 0.75% | Nuveen Fund Advisors, LLC |
| 2 | Nuveen Global Equity Income Fund · NQGAX, NQGCX, NQGIX cheaper | 25% | 0.86% | Nuveen Fund Advisors, LLC |
| 3 | Nuveen Dividend Value Fund · FFEIX, FFECX, FAQIX, FFEFX cheaper | 21% | 0.61% | Nuveen Fund Advisors, LLC |
| 4 | Nuveen Small/Mid Cap Value Fund · NSMAX, NSMCX, NSMRX, NWQFX | 21% | 0.90% | Nuveen Fund Advisors, LLC |
| 5 | Crossmark Large Cap Value ETF cheaper diff. adviser | 20% | 0.50% | Crossmark Global Investments, Inc. |
| 6 | Harbor AlphaEdge Large Cap Value ETF · VLLU cheaper diff. adviser | 20% | 0.25% | Harbor Capital Advisors, Inc. |
| 7 | SA Franklin BW U.S. Large Cap Value Portfolio cheaper diff. adviser | 20% | 0.70% | SunAmerica Asset Management, LLC |
| 8 | Invesco Large Cap Value ETF · PWV cheaper diff. adviser | 20% | 0.55% | Invesco Capital Management LLC |
| 9 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 20% | 0.25% | Invesco Capital Management LLC |
| 10 | Edgar Lomax Value Fund · LOMAX cheaper diff. adviser | 20% | 0.69% | The Edgar Lomax Company |
| 11 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX cheaper diff. adviser | 19% | 0.75% | Crossmark Global Investments, Inc. |
| 12 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 19% | 0.48% | Voya Investments, LLC |
| 13 | SOUND SHORE FUND · SSHFX, SSHVX cheaper diff. adviser | 19% | 0.75% | Sound Shore Management, Inc. |
| 14 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX cheaper diff. adviser | 19% | 0.69% | Sterling Capital Management LLC |
| 15 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 18% | 0.63% | Transamerica Asset Management, Inc. |
| 16 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper diff. adviser | 18% | 0.47% | Fidelity Management & Research Company LLC |
| 17 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper diff. adviser | 18% | 0.69% | Transamerica Asset Management, Inc. |
| 18 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 18% | 0.15% | DBX Advisors LLC |
| 19 | MML Equity Fund cheaper diff. adviser | 18% | 0.43% | MML Investment Advisers, LLC |
| 20 | M Large Cap Value Fund · MBOVX cheaper diff. adviser | 18% | 0.63% | M Financial Investment Advisers, Inc. |
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