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 | Steward Large Cap Core Fund · SJCAX, SJCCX, SJCRX, SJCIX | 56% | 0.75% | Crossmark Global Investments, Inc. |
| 2 | Crossmark Large Cap Value ETF cheaper | 51% | 0.50% | Crossmark Global Investments, Inc. |
| 3 | Steward Equity Market Neutral Fund · SMNCX, SMNRX, SMNIX, SMNAX | 44% | 2.13% | Crossmark Global Investments, Inc. |
| 4 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 39% | 0.64% | SunAmerica Asset Management, LLC |
| 5 | Large Cap Value Fund · NOLVX cheaper diff. adviser | 38% | 0.57% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | SA Franklin BW U.S. Large Cap Value Portfolio cheaper diff. adviser | 35% | 0.70% | SunAmerica Asset Management, LLC |
| 7 | LSV Value Equity Fund · LSVEX, LVAEX cheaper diff. adviser | 34% | 0.67% | LSV Asset Management |
| 8 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 33% | 0.35% | LSV Asset Management |
| 9 | MML Equity Fund cheaper diff. adviser | 33% | 0.43% | MML Investment Advisers, LLC |
| 10 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX cheaper diff. adviser | 33% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | M Large Cap Value Fund · MBOVX cheaper diff. adviser | 33% | 0.63% | M Financial Investment Advisers, Inc. |
| 12 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX cheaper diff. adviser | 33% | 0.60% | MML Investment Advisers, LLC |
| 13 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 33% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 32% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 15 | Nuveen ESG Large-Cap Value ETF · NULV cheaper diff. adviser | 32% | 0.26% | Nuveen Fund Advisors, LLC |
| 16 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX cheaper diff. adviser | 32% | 0.53% | T. Rowe Price Associates, Inc. |
| 17 | AVIP BlackRock Advantage Large Cap Value Portfolio cheaper diff. adviser | 32% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 18 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 31% | 0.25% | Invesco Capital Management LLC |
| 19 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 20 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 31% | 0.18% | BlackRock Fund Advisors |
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