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 | Hennessy Equity and Income Fund · HEIIX, HEIFX diff. adviser | 63% | 1.26% | Hennessy Advisors Inc. |
| 2 | Large Cap Value Portfolio I diff. adviser | 46% | — | UBS Trust Company of Puerto Rico |
| 3 | American Beacon The London Company Income Equity Fund · ABCAX, ABECX, ABCYX, ABCIX, ABCVX, ABCRX diff. adviser | 44% | 0.73% | American Beacon Advisors, Inc. |
| 4 | Boston Trust Equity Fund · BTEFX diff. adviser | 32% | 0.83% | Boston Trust Walden Inc. |
| 5 | Multi Cap Equity Fund · WPVLX, WPVIX diff. adviser | 27% | 0.87% | Weitz Investment Management, Inc. |
| 6 | MEEHAN FOCUS FUND · MEFOX diff. adviser | 26% | 1.01% | Edgemoor Investment Advisors, Inc. |
| 7 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper | 26% | 0.56% | Touchstone Advisors, Inc. |
| 8 | Strategic Equity Portfolio · GTCEX diff. adviser | 25% | 0.89% | Glenmede Investment Management LP |
| 9 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper | 25% | 0.66% | Touchstone Advisors, Inc. |
| 10 | Boston Trust Walden Equity Fund · WSEFX diff. adviser | 25% | 0.96% | Boston Trust Walden Inc. |
| 11 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX | 25% | 0.84% | Touchstone Advisors, Inc. |
| 12 | Boston Trust Asset Management Fund · BTBFX diff. adviser | 25% | 0.80% | Boston Trust Walden Inc. |
| 13 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 25% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 14 | Appreciation Portfolio diff. adviser | 24% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 15 | Touchstone Variable Series Trust-Touchstone Common Stock Fund | 24% | 0.73% | Touchstone Advisors, Inc. |
| 16 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX diff. adviser | 24% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 17 | BARRETT GROWTH FUND · BGRWX diff. adviser | 23% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 18 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 23% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 19 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 23% | 0.19% | DBX Advisors LLC |
| 20 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 22% | 0.50% | Motley Fool Asset Management |
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