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 | NEOS Enhanced Income Aggregate Bond ETF · BNDI diff. adviser | 50% | 0.58% | NEOS Investment Management, LLC |
| 2 | Empower SecureFoundation Balanced ETF Fund · SFBPX diff. adviser | 39% | 0.28% | Empower Capital Management, LLC |
| 3 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX diff. adviser | 25% | 0.58% | ALPS Advisors, Inc. |
| 4 | CVT Volatility Managed Moderate Portfolio diff. adviser | 22% | 0.88% | Calvert Research and Management |
| 5 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX diff. adviser | 21% | 0.59% | ALPS Advisors, Inc. |
| 6 | Lifestyle Blend Conservative Portfolio · JLCGX, JABJX, JLCSX | 21% | 0.70% | — |
| 7 | BlackRock Global Tactical Strategies Portfolio diff. adviser | 20% | 0.93% | Brighthouse Investment Advisers, LLC |
| 8 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP diff. adviser | 19% | 0.38% | Transamerica Asset Management, Inc. |
| 9 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP diff. adviser | 18% | 0.40% | Transamerica Asset Management, Inc. |
| 10 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX diff. adviser | 17% | 0.59% | ALPS Advisors, Inc. |
| 11 | 2010 Lifetime Blend Portfolio · JRLDX, JRLFX, JRLHX, JHANX | 17% | 0.37% | — |
| 12 | 2015 Lifetime Blend Portfolio · JRLKX, JRLLX, JRLIX, JHAOX | 16% | 0.37% | — |
| 13 | CVT Volatility Managed Moderate Growth Portfolio diff. adviser | 16% | 0.89% | Calvert Research and Management |
| 14 | AB Balanced Hedged Allocation Portfolio diff. adviser | 16% | 0.70% | AllianceBernstein L.P. |
| 15 | Lifestyle Blend Moderate Portfolio · JLMOX, JABKX, JLMRX | 16% | 0.69% | — |
| 16 | LGM Risk Managed Total Return Fund · LBETX, LBTTX diff. adviser | 15% | 2.59% | LGM Capital Management, LLC |
| 17 | LVIP Vanguard Bond Allocation Fund diff. adviser | 15% | 0.36% | Lincoln Financial Investments Corporation |
| 18 | 2020 Lifetime Blend Portfolio · JRLOX, JRLPX, JRTAX, JHAPX | 14% | 0.35% | — |
| 19 | 2025 Lifetime Blend Portfolio · JRTBX, JRTDX, JRTFX, JHAUX | 14% | 0.35% | — |
| 20 | Toews Unconstrained Income Fund · TUIFX diff. adviser | 12% | 1.48% | Toews Corporation |
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