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 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX diff. adviser | 13% | 0.90% | Reinhart Partners LLC |
| 2 | Reinhart Genesis PMV Fund · RPMAX, RPMFX diff. adviser | 11% | 0.95% | Reinhart Partners LLC |
| 3 | Point Bridge America First ETF · MAGA cheaper diff. adviser | 10% | 0.72% | Point Bridge Capital, LLC |
| 4 | JPMorgan Research Market Neutral Fund · JMNAX, JMNCX, JMNSX diff. adviser | 10% | 2.33% | J.P. Morgan Investment Management, Inc. |
| 5 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 10% | 0.85% | SunAmerica Asset Management, LLC |
| 6 | TAX MANAGED SMALL CAP PORTFOLIO diff. adviser | 10% | — | Boston Management and Research |
| 7 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 9% | 0.40% | Invesco Capital Management LLC |
| 8 | U.S. Socially Responsible Fund · VSRDX cheaper diff. adviser | 9% | 0.35% | The Variable Annuity Life Insurance Company |
| 9 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 9% | 0.56% | Jackson National Asset Management, LLC |
| 10 | Calvert Small Cap Fund · CCVAX, CSCCX, CSVIX, CALRX diff. adviser | 9% | 0.86% | Calvert Research and Management |
| 11 | Inspire 500 ETF · PTL cheaper diff. adviser | 9% | 0.09% | CWM Advisors, LLC |
| 12 | Eventide US Market ETF · ESUM cheaper diff. adviser | 9% | 0.39% | Eventide Asset Management, LLC |
| 13 | Eaton Vance Small-Cap Fund · ETEGX, ECSMX, EISGX, ERSGX diff. adviser | 9% | 0.96% | Boston Management and Research |
| 14 | JNL/WMC Value Fund cheaper diff. adviser | 9% | 0.49% | Jackson National Asset Management, LLC |
| 15 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 9% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 16 | Shelton Equity Income Fund · EQTIX, EQTKX cheaper diff. adviser | 8% | 0.64% | CCM Partners, LP. dba Shelton Capital Management |
| 17 | Eventide Large Cap Value ETF · ESLV cheaper | 8% | 0.39% | — |
| 18 | SRH U.S. Quality GARP ETF · SRHQ cheaper diff. adviser | 8% | 0.35% | Paralel Advisors LLC |
| 19 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 8% | 0.31% | AQR Capital Management, LLc |
| 20 | Select Insurance Portfolio · FSPCX cheaper diff. adviser | 8% | 0.69% | Fidelity Management & Research Company LLC |
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