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 | Victory Value Fund · UVALX, UIVAX | 52% | 0.91% | Victory Capital Management Inc. |
| 2 | Victory RS Value Fund · RSVAX, RVACX, RSVYX | 35% | 1.06% | Victory Capital Management Inc. |
| 3 | Victory RS Investors Fund · RSINX, RIVCX, RSIYX | 31% | 1.05% | Victory Capital Management Inc. |
| 4 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 27% | 0.52% | Teachers Advisors, LLC |
| 5 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 25% | 0.00% | Teachers Advisors, LLC |
| 6 | Domestic Equity Portfolio cheaper diff. adviser | 24% | 0.50% | Mason Street Advisors, LLC |
| 7 | Value Portfolio cheaper diff. adviser | 24% | 0.66% | Pacific Life Fund Advisors LLC |
| 8 | Putnam VT Large Cap Value Fund cheaper diff. adviser | 24% | 0.55% | Putnam Investment Management, LLC |
| 9 | Neiman Large Cap Value Fund · NEIMX, NEAMX diff. adviser | 23% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 10 | MP 63 Fund · DRIPX diff. adviser | 23% | 0.72% | Moneypaper Advisor, Inc. |
| 11 | MFS Active Value ETF · MFSV cheaper diff. adviser | 23% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 12 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 22% | 0.20% | BlackRock Fund Advisors |
| 13 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 22% | 0.43% | Voya Investments, LLC |
| 14 | Putnam Large Cap Value Fund · PEYAX, PEQNX, PEQCX, PEQRX, PEIYX cheaper diff. adviser | 22% | 0.52% | Putnam Investment Management, LLC |
| 15 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 22% | 0.65% | Payden & Rygel |
| 16 | Nuveen Life Core Equity Fund · TLGWX cheaper diff. adviser | 22% | 0.51% | Teachers Advisors, LLC |
| 17 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper diff. adviser | 22% | 0.38% | Fidelity Management & Research Company LLC |
| 18 | Fidelity Blue Chip Value ETF · FBCV cheaper diff. adviser | 22% | 0.57% | Fidelity Management & Research Company LLC |
| 19 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 21% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 20 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 21% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.