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 | Invesco Oppenheimer Real Estate Fund | 54% | — | — |
| 2 | Lazard US Realty Equity Portfolio | 41% | — | — |
| 3 | The Real Estate Securities Portfolio | 39% | — | — |
| 4 | Transamerica Global Real Estate Securities | 33% | — | — |
| 5 | SHELTON REAL ESTATE INCOME FUND | 30% | — | — |
| 6 | AZL Morgan Stanley Global Real Estate Fund | 28% | — | — |
| 7 | Delaware Global Real Estate Opportunities Fund | 27% | — | — |
| 8 | Securian AM Real Asset Income Fund | 24% | — | — |
| 9 | VOYA GLOBAL REAL ESTATE FUND | 23% | — | — |
| 10 | Hartford Multifactor REIT ETF | 19% | — | — |
| 11 | SBH MID CAP VALUE DIVIDEND FUND | 7% | — | — |
| 12 | Frost Mid Cap Equity Fund | 7% | — | — |
| 13 | Pacer Benchmark Retail Real Estate SCTR ETF | 7% | — | — |
| 14 | PPM Mid Cap Value Fund | 6% | — | — |
| 15 | PF Mid-Cap Equity Fund | 6% | — | — |
| 16 | Guggenheim SMid Cap Value Institutional Fund | 6% | — | — |
| 17 | VANGUARD CAPITAL VALUE FUND | 5% | — | — |
| 18 | Columbia Small/Mid Cap Value Fund | 5% | — | — |
| 19 | Principal Contrarian Value Index ETF | 4% | — | — |
| 20 | JNL/PPM America Mid Cap Value Fund | 4% | — | — |
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