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 | Thompson LargeCap Fund · THPGX cheaper | 44% | 0.99% | Thompson Investment Management, Inc. |
| 2 | CRM ALL CAP VALUE FUND · CRMEX, CRIEX diff. adviser | 12% | 1.20% | Cramer Rosenthal McGlynn, LLC |
| 3 | DEAN MID CAP VALUE · DALCX cheaper diff. adviser | 12% | 0.85% | Dean Investment Associates, LLC |
| 4 | Invesco S&P 500 Equal Weight Financials ETF · RSPF cheaper diff. adviser | 12% | 0.40% | Invesco Capital Management LLC |
| 5 | First Trust Lunt U.S. Factor Rotation ETF · FCTR cheaper diff. adviser | 11% | 0.65% | First Trust Advisors L.P. |
| 6 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 11% | 0.35% | Victory Capital Management Inc. |
| 7 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 11% | 0.35% | Victory Capital Management Inc. |
| 8 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 11% | 0.49% | — |
| 9 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper diff. adviser | 11% | 0.58% | First Trust Advisors L.P. |
| 10 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 11% | 0.84% | — |
| 11 | Nomura Opportunity Fund · FIUSX, FIVVX, FIVUX, FIVCX, FIZRX cheaper diff. adviser | 10% | 0.78% | Macquarie Investment Management Business Trust |
| 12 | LVIP Nomura Mid Cap Value Fund cheaper diff. adviser | 10% | 0.42% | Lincoln Financial Investments Corporation |
| 13 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 10% | 0.05% | The Vanguard Group, Inc. |
| 14 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 10% | 0.59% | Harris Associates L.P. |
| 15 | MML Income & Growth Fund cheaper diff. adviser | 10% | 0.73% | MML Investment Advisers, LLC |
| 16 | Invesco V.I. Growth and Income Fund cheaper diff. adviser | 10% | 0.75% | Invesco Advisers, Inc. |
| 17 | Invesco Growth and Income Fund · ACGIX, ACGKX, ACGMX, ACGQX, ACGLX, GIFFX cheaper diff. adviser | 10% | 0.42% | Invesco Advisers, Inc. |
| 18 | Equity Income Fund · REAYX, RSQAX, REQSX, RLISX, RUCRX, RAAUX cheaper diff. adviser | 10% | 0.67% | Russell Investment Management, LLC |
| 19 | Victory Pioneer Mid Cap Value Fund · PCGRX, PCCGX, PMCKX, PYCGX cheaper diff. adviser | 10% | 0.82% | Victory Capital Management Inc. |
| 20 | Invenomic Fund · BIVIX, BIVRX, BIVSX diff. adviser | 10% | 2.80% | Invenomic Capital Management LP |
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