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 | Prospector Opportunity Fund · POPFX | 67% | 1.16% | Prospector Partners Asset Management, LLC |
| 2 | LS OPPORTUNITY FUND · LSOFX diff. adviser | 25% | 2.69% | Long Short Advisors, LLC |
| 3 | Victory RS Large Cap Alpha VIP Series cheaper diff. adviser | 21% | 0.55% | Victory Capital Management Inc. |
| 4 | Victory RS Large Cap Alpha Fund · GPAFX, RCOCX, RCEYX cheaper diff. adviser | 20% | 0.68% | Victory Capital Management Inc. |
| 5 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 17% | 1.43% | Teton Advisors, LLC |
| 6 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 17% | 0.89% | Charles Schwab Investment Management, Inc. |
| 7 | Victory Value Fund · UVALX, UIVAX cheaper diff. adviser | 16% | 0.91% | Victory Capital Management Inc. |
| 8 | Neiman Large Cap Value Fund · NEIMX, NEAMX diff. adviser | 16% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 9 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 16% | 0.55% | Westwood Management Corp. |
| 10 | Franklin Mutual Shares VIP Fund cheaper diff. adviser | 15% | 0.69% | Franklin Mutual Advisers, LLC |
| 11 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX cheaper diff. adviser | 15% | 0.70% | Franklin Mutual Advisers, LLC |
| 12 | Invesco V.I. Growth and Income Fund cheaper diff. adviser | 15% | 0.75% | Invesco Advisers, Inc. |
| 13 | Aptus Large Cap Upside ETF · UPSD cheaper diff. adviser | 15% | 0.79% | Aptus Capital Advisors, LLC |
| 14 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX cheaper diff. adviser | 15% | 0.61% | Voya Investments, LLC |
| 15 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX cheaper diff. adviser | 15% | 0.89% | Victory Capital Management Inc. |
| 16 | Value Fund · TWVLX, TWADX, AVLIX, ACLCX, AVURX, AVUDX, AVUYX, AVUGX cheaper diff. adviser | 15% | 0.60% | American Century Investment Management, Inc. |
| 17 | LVIP American Century Value Fund cheaper diff. adviser | 15% | 0.61% | Lincoln Financial Investments Corporation |
| 18 | Victory RS Value Fund · RSVAX, RVACX, RSVYX cheaper diff. adviser | 15% | 1.06% | Victory Capital Management Inc. |
| 19 | Invesco V.I. Diversified Dividend Fund cheaper diff. adviser | 14% | 0.68% | Invesco Advisers, Inc. |
| 20 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 14% | 0.52% | Teachers Advisors, LLC |
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