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 RS Value Fund · RSVAX, RVACX, RSVYX | 33% | 1.06% | Victory Capital Management Inc. |
| 2 | Victory RS Large Cap Alpha Fund · GPAFX, RCOCX, RCEYX cheaper | 31% | 0.68% | Victory Capital Management Inc. |
| 3 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX cheaper | 25% | 0.89% | Victory Capital Management Inc. |
| 4 | Victory Value Fund · UVALX, UIVAX cheaper | 15% | 0.91% | Victory Capital Management Inc. |
| 5 | Prospector Opportunity Fund · POPFX diff. adviser | 15% | 1.16% | Prospector Partners Asset Management, LLC |
| 6 | Nomura VIP Growth and Income Series cheaper diff. adviser | 15% | 0.68% | Macquarie Investment Management Business Trust |
| 7 | Nomura Growth and Income Fund · FGIPX, FGINX, FGIQX cheaper diff. adviser | 14% | 0.69% | Macquarie Investment Management Business Trust |
| 8 | Columbia Research Enhanced Value ETF · REVS cheaper diff. adviser | 13% | 0.19% | Columbia Management Investment Advisers, LLC |
| 9 | Prospector Capital Appreciation Fund · PCAFX diff. adviser | 12% | 1.16% | Prospector Partners Asset Management, LLC |
| 10 | Crossmark Large Cap Value ETF cheaper diff. adviser | 12% | 0.50% | Crossmark Global Investments, Inc. |
| 11 | Coastal Compass 100 ETF · ROPE cheaper diff. adviser | 12% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 11% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 13 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 11% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 14 | SOUND SHORE FUND · SSHFX, SSHVX cheaper diff. adviser | 11% | 0.75% | Sound Shore Management, Inc. |
| 15 | CALIFORNIA FIRST LEASING CORP | 11% | — | — |
| 16 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 11% | 0.11% | Fidelity Management & Research Company LLC |
| 17 | Shelton Equity Premium Income ETF · SEPI cheaper diff. adviser | 11% | 0.54% | CCM Partners, LP. dba Shelton Capital Management |
| 18 | iShares U.S. Healthcare Providers ETF · IHF cheaper diff. adviser | 11% | 0.38% | BlackRock Fund Advisors |
| 19 | ClearBridge Dividend Strategy Fund · SOPAX, SBPLX, SOPYX, LBRIX, LMMRX, LCBEX, LCBOX cheaper diff. adviser | 11% | 0.66% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 20 | Select Health Care Services Portfolio · FSHCX cheaper diff. adviser | 11% | 0.67% | Fidelity Management & Research Company LLC |
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