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 | Atac Rotation Fund diff. adviser | 25% | — | Tidal Investments LLC |
| 2 | Morningstar Global Income Fund · MSTGX cheaper diff. adviser | 6% | 0.74% | Morningstar Investment Management LLC |
| 3 | Aspiriant Risk-Managed Taxable Bond Fund · RMTBX diff. adviser | 6% | 1.17% | Aspiriant, LLC |
| 4 | Defined Duration 10 ETF · DDX cheaper | 6% | 0.25% | — |
| 5 | Kensington Credit Opportunities ETF · KAMO cheaper diff. adviser | 5% | 0.94% | Kensington Asset Management, LLC |
| 6 | RESQ Strategic Income Fund · RQIAX, RQIIX, RQICX diff. adviser | 5% | 1.97% | RESQ Investment Partners, LLC |
| 7 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 4% | 0.44% | — |
| 8 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX cheaper diff. adviser | 3% | 0.77% | AssetMark Inc. |
| 9 | GuidePath Flexible Income Allocation Fund · GPIFX, GIXFX, GFZQX cheaper diff. adviser | 3% | 0.40% | AssetMark Inc. |
| 10 | VOYA TARGET IN-RETIREMENT FUND · ISOLX, VTRVX, VTRWX, VRRFX cheaper diff. adviser | 3% | 0.25% | Voya Investments, LLC |
| 11 | VOYA TARGET RETIREMENT 2030 FUND · IRSMX, VTREX, VTRFX, VRRIX cheaper diff. adviser | 3% | 0.25% | Voya Investments, LLC |
| 12 | VOYA TARGET RETIREMENT 2035 FUND · IRSNX, VTRHX, VTRGX, VRRJX cheaper diff. adviser | 3% | 0.25% | Voya Investments, LLC |
| 13 | VOYA TARGET RETIREMENT 2040 FUND · IRSOX, VTRJX, VTRKX, VRRKX cheaper diff. adviser | 3% | 0.25% | Voya Investments, LLC |
| 14 | VOYA SOLUTION INCOME PORTFOLIO · ISWAX, ISWIX, ISWSX, IJKBX cheaper diff. adviser | 3% | 0.68% | Voya Investments, LLC |
| 15 | VOYA INDEX SOLUTION INCOME PORTFOLIO · ISKAX, ISKIX, ISKSX, IIIPX, VSZJX cheaper diff. adviser | 3% | 0.16% | Voya Investments, LLC |
| 16 | VOYA INDEX SOLUTION 2030 PORTFOLIO · IDXHX, IDXFX, IDXGX, IDXIX, VSZCX cheaper diff. adviser | 3% | 0.16% | Voya Investments, LLC |
| 17 | VOYA SOLUTION 2030 PORTFOLIO · ISNFX, ISNGX, ISNIX, ISNHX cheaper diff. adviser | 3% | 0.73% | Voya Investments, LLC |
| 18 | VOYA INDEX SOLUTION 2035 PORTFOLIO · ISEIX, ISESX, ISEAX, IXISX, VSZDX cheaper diff. adviser | 3% | 0.17% | Voya Investments, LLC |
| 19 | VOYA SOLUTION 2035 PORTFOLIO · ISQAX, ISQIX, ISQSX, ISPCX cheaper diff. adviser | 3% | 0.74% | Voya Investments, LLC |
| 20 | VOYA INDEX SOLUTION 2040 PORTFOLIO · IDXKX, IDXLX, IDXNX, IDXMX, VSZEX cheaper diff. adviser | 3% | 0.16% | Voya Investments, LLC |
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