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 | DIAMOND HILL LARGE CAP CONCENTRATED ETF cheaper diff. adviser | 15% | 0.55% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 2 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX cheaper diff. adviser | 15% | 0.70% | Lazard Asset Management LLC |
| 3 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper diff. adviser | 14% | 0.85% | Davenport & Company LLC |
| 4 | Victory Pioneer Fund · PIODX, PIOKX, PIORX, PYODX, PCODX cheaper diff. adviser | 14% | 0.64% | Victory Capital Management Inc. |
| 5 | Victory Pioneer Fund VCT Portfolio cheaper diff. adviser | 14% | 0.75% | Victory Capital Management Inc. |
| 6 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 14% | 0.75% | Eaton Vance Management |
| 7 | Allspring Special Large Cap Value Fund · EIVAX, EIVCX, EIVIX, EIVDX, EIVFX cheaper diff. adviser | 14% | 0.40% | Allspring Funds Management, LLC |
| 8 | Allspring Large Cap Value Fund · CBEAX, CBEBX, CBECX, CBEQX, CBLLX, CBLSX, CBEJX cheaper diff. adviser | 14% | 0.40% | Allspring Funds Management, LLC |
| 9 | Allspring Special Large Value ETF · ASLV cheaper diff. adviser | 14% | 0.35% | Allspring Funds Management, LLC |
| 10 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX cheaper diff. adviser | 12% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 11 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX cheaper diff. adviser | 12% | 0.67% | Davis Selected Advisers, L.P. |
| 12 | Artisan Global Opportunities Fund · ARTRX, APHRX, APDRX cheaper diff. adviser | 12% | 0.95% | Artisan Partners Limited Partnership |
| 13 | The Osterweis Fund · OSTFX cheaper diff. adviser | 11% | 0.96% | Osterweis Capital Management, Inc. |
| 14 | Nomura Focused Large Growth ETF · LRGG cheaper diff. adviser | 11% | 0.45% | Delaware Management Company |
| 15 | CONNORS HEDGED EQUITY FUND cheaper diff. adviser | 11% | 1.10% | Connors Investor Services, Inc. |
| 16 | Parnassus Core Select ETF · PRCS cheaper diff. adviser | 11% | 0.58% | Parnassus Investments, LLC |
| 17 | RMB Fund · RMBHX, RMBJX, RMBGX cheaper diff. adviser | 11% | 0.99% | Curi RMB Capital, LLC |
| 18 | TCW Relative Value Large Cap Fund · TGDIX, TGDVX cheaper diff. adviser | 11% | 0.70% | TCW Investment Management Company LLC |
| 19 | Evercore Equity Fund · EWMCX cheaper diff. adviser | 11% | 0.90% | Evercore Wealth Management, LLC |
| 20 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 11% | 0.63% | Transamerica Asset Management, Inc. |
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