Which Funds Can SASS Replace?

M.D. Sass Concentrated Value ETF Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds SASS Can Replace

1 funds

FSI > 80 out of 79 similar funds

Competing Fund AUM

$18.1M

Assets in funds SASS can compete with and replace

Outperformance Rank

#1

Rank among 79 similar funds

Who Holds Credible Replacements?

0 firms

0 connected advisors

Opportunity analysis

SASS can replace 1 funds with FSI above 80 out of 79 similar funds, representing $18.1M in competing fund AUM. Its outperformance rank is #1 among those similar funds. 0 13F firms and 0 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 1.9%.

Fund details

Vehicle
ETF
Issuer
M. D. Sass LLC
Focus
Total market
Net expense ratio
0.75%
Assets under management
$74.7M

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