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 | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF · UTRN cheaper | 10% | 0.75% | — |
| 2 | Prospector Opportunity Fund · POPFX | 8% | 1.16% | Prospector Partners Asset Management, LLC |
| 3 | GMO Quality Cyclicals Fund · GMAEX, GMANX, GMAOX cheaper | 7% | 0.41% | Grantham Mayo van Otterloo & Co LLC |
| 4 | Victory RS Large Cap Alpha VIP Series cheaper | 7% | 0.55% | Victory Capital Management Inc. |
| 5 | THRIVENT CORE MID CAP VALUE FUND cheaper | 6% | 0.05% | Thrivent Asset Management, LLC |
| 6 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper | 6% | 0.44% | Innealta Capital, LLC |
| 7 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper | 6% | 0.52% | Timothy Partners Ltd. |
| 8 | Duff & Phelps Utility & Infrastructure Fund Inc. | 6% | — | — |
| 9 | Victory RS Small Cap Equity Fund | 6% | 1.10% | Victory Capital Management Inc. |
| 10 | Touchstone ETF Trust-Touchstone Climate Transition ETF · HEAT cheaper | 6% | 0.69% | Touchstone Advisors, Inc. |
| 11 | AST Mid-Cap Value Portfolio | 5% | 1.02% | — |
| 12 | Global Infrastructure Portfolio | 5% | 0.94% | — |
| 13 | MassMutual Mid Cap Value Fund cheaper | 5% | 0.69% | — |
| 14 | Fidelity Advisor Dividend Growth Fund · FADAX, FDGCX, FDGTX, FDGIX, FZADX cheaper | 5% | 0.71% | Fidelity Management & Research Company LLC |
| 15 | Otter Creek Long/Short Opportunity Fund · OTTRX, OTCRX | 5% | 2.07% | Otter Creek Advisors LLC |
| 16 | Vulcan Value Partners Fund · VVPLX, VVILX | 5% | 0.85% | Vulcan Value Partners, LLC |
| 17 | RiverNorth Patriot ETF cheaper | 5% | 0.70% | TrueMark Investments, LLC |
| 18 | Global Infrastructure Portfolio | 5% | 0.87% | — |
| 19 | PSF Mid-Cap Growth Portfolio cheaper | 5% | 0.66% | PGIM INVESTMENTS LLC |
| 20 | Scharf Fund · LOGIX, LOGRX | 5% | 0.89% | — |
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