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 | Strategic Allocation: Moderate Fund · TWSMX, ACOAX, ASAMX, ASTCX, ASMRX, ASMDX, ASMUX | 78% | 0.48% | — |
| 2 | Strategic Allocation: Conservative Fund · AACRX, TWSCX, ACCAX, ACCIX, AACCX, AACDX, AACGX | 58% | 0.48% | — |
| 3 | Avantis Moderate Allocation ETF · AVMA cheaper | 20% | 0.21% | — |
| 4 | Avantis All Equity Markets ETF · AVGE cheaper | 19% | 0.23% | — |
| 5 | AZL MSCI Global Equity Index Fund cheaper | 14% | 0.39% | Allianz Investment Management LLC |
| 6 | John Hancock Multifactor Large Cap ETF · JHML cheaper | 14% | 0.29% | John Hancock Investment Management LLC |
| 7 | The ESG Growth Portfolio · HCESX cheaper | 14% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 8 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper | 14% | 0.06% | The Vanguard Group, Inc. |
| 9 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper | 14% | 0.09% | DBX Advisors LLC |
| 10 | iShares MSCI World ETF · URTH cheaper | 14% | 0.24% | BlackRock Fund Advisors |
| 11 | iShares MSCI ACWI ETF · ACWI cheaper | 14% | 0.32% | BlackRock Fund Advisors |
| 12 | The Catholic SRI Growth Portfolio · HCSRX cheaper | 14% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 13 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper | 14% | 0.05% | The Vanguard Group, Inc. |
| 14 | iShares MSCI Kokusai ETF · TOK cheaper | 14% | 0.25% | BlackRock Fund Advisors |
| 15 | TIAA Separate Account VA-1 - Stock Index Account | 14% | — | Teachers Advisors, LLC |
| 16 | Nuveen Life Stock Index Fund · TLSTX cheaper | 14% | 0.09% | Teachers Advisors, LLC |
| 17 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper | 14% | 0.00% | Teachers Advisors, LLC |
| 18 | JNL/Mellon World Index Fund cheaper | 14% | 0.30% | Jackson National Asset Management, LLC |
| 19 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper | 13% | 0.05% | The Vanguard Group, Inc. |
| 20 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper | 13% | 0.01% | The Vanguard Group, Inc. |
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