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 | Towpath Technology Fund · TOWTX | 27% | 1.12% | Oelschlager Investments, LLC |
| 2 | LIVE OAK HEALTH SCIENCES FUND · LOGSX diff. adviser | 23% | 1.04% | Oak Associates, Ltd. |
| 3 | PIN OAK EQUITY FUND · POGSX diff. adviser | 23% | 0.95% | Oak Associates, Ltd. |
| 4 | Saratoga Health & Biotechnology Fund · SBHIX, SHPCX, SHPAX diff. adviser | 22% | 2.60% | Saratoga Capital Management, LLC |
| 5 | Columbia Variable Portfolio - Disciplined Core Fund cheaper diff. adviser | 20% | 0.67% | Columbia Management Investment Advisers, LLC |
| 6 | Columbia Variable Portfolio - Core Equity Fund cheaper diff. adviser | 20% | 0.40% | Columbia Management Investment Advisers, LLC |
| 7 | VanEck Pharmaceutical ETF · PPH cheaper diff. adviser | 20% | 0.36% | Van Eck Associates Corporation |
| 8 | DF Tactical 30 ETF cheaper | 20% | 0.70% | — |
| 9 | Crossmark Large Cap Growth ETF cheaper diff. adviser | 20% | 0.50% | Crossmark Global Investments, Inc. |
| 10 | Columbia Disciplined Core Fund · AQEAX, RDCEX, RSIPX, CCRZX, CCQYX cheaper diff. adviser | 19% | 0.63% | Columbia Management Investment Advisers, LLC |
| 11 | Lord Abbett Focused Large Cap Value Fund · LCFLX, LFFLX, LOFLX, LIFLX, LAFLX, LQFLX, LSFLX, LFLTX, LVFLX cheaper diff. adviser | 19% | 0.63% | Lord, Abbett & Co. LLC |
| 12 | Fidelity Fund · FFIDX, FFDKX cheaper diff. adviser | 19% | 0.34% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper diff. adviser | 18% | 0.38% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX cheaper diff. adviser | 18% | 0.61% | Fidelity Management & Research Company LLC |
| 15 | WHITE OAK SELECT GROWTH FUND · WOGSX cheaper diff. adviser | 18% | 0.90% | Oak Associates, Ltd. |
| 16 | AUXIER FOCUS FUND · AUXAX, AUXFX, AUXIX cheaper diff. adviser | 18% | 0.80% | AUXIER ASSET MANAGEMENT LLC |
| 17 | Crossmark Large Cap Value ETF cheaper diff. adviser | 18% | 0.50% | Crossmark Global Investments, Inc. |
| 18 | Chase Growth Fund · CHASX, CHAIX | 17% | 1.00% | — |
| 19 | Upright Growth and Income Fund diff. adviser | 17% | 2.53% | Upright Financial Corporation |
| 20 | YOKE Core ETF · YOKE cheaper | 17% | 0.30% | — |
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