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 | 75% | 0.48% | — |
| 2 | Strategic Allocation: Aggressive Fund · AAARX, TWSAX, ACVAX, AAAIX, ASTAX, AAAUX, ASAUX cheaper | 58% | 0.44% | — |
| 3 | State Street Total Return V.I.S. Fund · SSTIX, SSTTX | 12% | 0.67% | SSGA Funds Management, Inc. |
| 4 | VANGUARD TOTAL WORLD STOCK INDEX FUND · VT, VTWIX, VTWAX cheaper | 12% | 0.06% | The Vanguard Group, Inc. |
| 5 | AZL MSCI Global Equity Index Fund cheaper | 11% | 0.39% | Allianz Investment Management LLC |
| 6 | The ESG Growth Portfolio · HCESX cheaper | 11% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | SPDR MSCI World StrategicFactors ETF · QWLD cheaper | 11% | 0.30% | SSGA Funds Management, Inc. |
| 8 | State Street(R) SPDR(R) Portfolio TIPS ETF · SPIP cheaper | 11% | 0.12% | SSGA Funds Management, Inc. |
| 9 | iShares MSCI World ETF · URTH cheaper | 11% | 0.24% | BlackRock Fund Advisors |
| 10 | iShares MSCI ACWI ETF · ACWI cheaper | 11% | 0.32% | BlackRock Fund Advisors |
| 11 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper | 11% | 0.09% | DBX Advisors LLC |
| 12 | Transamerica Inflation Opportunities · TIOCX, ITIOX, TIOAX, RTIOX, TIOEX, TIODX, TIOBX | 11% | 0.53% | Transamerica Asset Management, Inc. |
| 13 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper | 11% | 0.05% | The Vanguard Group, Inc. |
| 14 | iShares MSCI Kokusai ETF · TOK cheaper | 11% | 0.25% | BlackRock Fund Advisors |
| 15 | ELFUN DIVERSIFIED FUND · ELDFX cheaper | 11% | 0.33% | SSGA Funds Management, Inc. |
| 16 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper | 11% | 0.09% | SSGA Funds Management, Inc. |
| 17 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper | 11% | 0.00% | Teachers Advisors, LLC |
| 18 | TIAA Separate Account VA-1 - Stock Index Account | 11% | — | Teachers Advisors, LLC |
| 19 | The Catholic SRI Growth Portfolio · HCSRX cheaper | 11% | 0.41% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 20 | Nuveen Life Stock Index Fund · TLSTX cheaper | 11% | 0.09% | Teachers Advisors, LLC |
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