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 | Avos Global Equities ETF cheaper | 12% | 0.64% | — |
| 2 | Muhlenkamp Fund · MUHLX cheaper diff. adviser | 11% | 1.24% | Muhlenkamp and Company Inc. |
| 3 | Bluemonte Global Equity ETF · BINT cheaper | 11% | 0.23% | — |
| 4 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX cheaper diff. adviser | 11% | 0.60% | ALPS Advisors, Inc. |
| 5 | Toews Hedged Oceana Fund · THIDX cheaper diff. adviser | 11% | 1.28% | Toews Corporation |
| 6 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 11% | 0.29% | Valmark Advisers, Inc. |
| 7 | TOPS Growth ETF Portfolio cheaper diff. adviser | 11% | 0.30% | Valmark Advisers, Inc. |
| 8 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 11% | 0.29% | Valmark Advisers, Inc. |
| 9 | TOPS Managed Risk Moderate Growth ETF Portfolio cheaper diff. adviser | 11% | 0.50% | Valmark Advisers, Inc. |
| 10 | TOPS Managed Risk Growth ETF Portfolio cheaper diff. adviser | 11% | 0.50% | Valmark Advisers, Inc. |
| 11 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 11% | 0.34% | Lincoln Financial Investments Corporation |
| 12 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 11% | 0.28% | Empower Capital Management, LLC |
| 13 | VOYA TARGET RETIREMENT 2030 FUND · IRSMX, VTREX, VTRFX, VRRIX cheaper diff. adviser | 11% | 0.25% | Voya Investments, LLC |
| 14 | VOYA TARGET RETIREMENT 2035 FUND · IRSNX, VTRHX, VTRGX, VRRJX cheaper diff. adviser | 11% | 0.25% | Voya Investments, LLC |
| 15 | VOYA TARGET RETIREMENT 2040 FUND · IRSOX, VTRJX, VTRKX, VRRKX cheaper diff. adviser | 11% | 0.25% | Voya Investments, LLC |
| 16 | VOYA TARGET RETIREMENT 2045 FUND · IRSPX, VTRMX, VTRNX, VRRLX cheaper diff. adviser | 11% | 0.25% | Voya Investments, LLC |
| 17 | VOYA TARGET RETIREMENT 2050 FUND · IRSQX, VTROX, VTRPX, VRRMX cheaper diff. adviser | 11% | 0.25% | Voya Investments, LLC |
| 18 | VOYA TARGET RETIREMENT 2055 FUND · IRSVX, VTRQX, VTRRX, VRRNX cheaper diff. adviser | 11% | 0.25% | Voya Investments, LLC |
| 19 | CVT Volatility Managed Growth Portfolio cheaper diff. adviser | 11% | 0.91% | Calvert Research and Management |
| 20 | CVT Volatility Managed Moderate Growth Portfolio cheaper diff. adviser | 11% | 0.89% | Calvert Research and Management |
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