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 | First Eagle U.S. Fund · FEVAX, FEVIX, FEVCX, FIVRX, FERVX, FEVRX, EARVX, FEVTX | 74% | 0.83% | First Eagle Investment Management, LLC |
| 2 | First Eagle Global Equity ETF · FEGE | 50% | 0.50% | — |
| 3 | First Eagle Global Fund · SGENX, SGIIX, FESGX, EARGX, EAGRX, FRGLX, FEGRX, FEGTX | 40% | 0.78% | First Eagle Investment Management, LLC |
| 4 | First Eagle Rising Dividend Fund · FEAFX, FEAMX, FEFAX, FEAIX, EARFX, EAFRX, FERFX, FEFRX, FEFTX | 40% | 0.65% | First Eagle Investment Management, LLC |
| 5 | Touchstone Variable Series Trust-Touchstone Common Stock Fund | 30% | 0.73% | Touchstone Advisors, Inc. |
| 6 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX | 30% | 0.66% | Touchstone Advisors, Inc. |
| 7 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF | 29% | 0.56% | Touchstone Advisors, Inc. |
| 8 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX | 29% | 0.84% | Touchstone Advisors, Inc. |
| 9 | Touchstone Strategic Trust-Touchstone Balanced Fund · SEBLX, SBACX, SIBLX, TBARX | 23% | 0.63% | Touchstone Advisors, Inc. |
| 10 | Touchstone Variable Series Trust-Touchstone Balanced Fund | 23% | 0.79% | Touchstone Advisors, Inc. |
| 11 | KOVITZ CORE EQUITY ETF · EQTY | 21% | 0.99% | Kovitz Investment Group Partners, LLC |
| 12 | Artisan Value Fund · ARTLX, APHLX, APDLX | 20% | 0.83% | Artisan Partners Limited Partnership |
| 13 | CTIVP - T. Rowe Price Large Cap Value Fund | 19% | 0.70% | Columbia Management Investment Advisers, LLC |
| 14 | Columbia Integrated Large Cap Value Fund · ILVFX, ILVBX cheaper | 19% | 0.41% | Columbia Management Investment Advisers, LLC |
| 15 | T. Rowe Price Large-Cap Value Fund · TILCX, TRLUX | 19% | 0.56% | T. Rowe Price Associates, Inc. |
| 16 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND | 19% | 0.50% | Touchstone Advisors, Inc. |
| 17 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 19% | 0.64% | — |
| 18 | T. Rowe Price Value ETF · TVAL cheaper | 19% | 0.33% | T. Rowe Price Associates, Inc. |
| 19 | First Eagle Global Income Builder Fund · FEBAX, FEBCX, FEBIX, FBRRX, FIBRX, EABRX, FEBRX, FEITX | 19% | 0.84% | First Eagle Investment Management, LLC |
| 20 | Matrix Advisors Value ETF · MAVF | 18% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
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