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 | Selectively Hedged Global Equity Portfolio | 81% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Dimensional VA Global Moderate Allocation Portfolio | 62% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 3 | GLOBAL ALLOCATION 60/40 PORTFOLIO · DGSIX cheaper | 61% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 4 | World Core Equity Portfolio | 45% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Dimensional VA Equity Allocation Portfolio | 40% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 6 | DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND cheaper | 33% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 7 | DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND cheaper | 33% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Dimensional 2065 Target Date Retirement Income Fund cheaper | 33% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 9 | DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND cheaper | 32% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Dimensional 2070 Target Date Retirement Income Fund · DFARX cheaper | 32% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 11 | DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND cheaper | 30% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 12 | DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND cheaper | 28% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 13 | DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND cheaper | 25% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 14 | GLOBAL ALLOCATION 25/75 PORTFOLIO · DGTSX cheaper | 25% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 15 | DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND cheaper | 18% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND cheaper | 13% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 17 | DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND cheaper | 13% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 18 | DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND cheaper | 12% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 19 | DIMENSIONAL RETIREMENT INCOME FUND cheaper | 10% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | M International Equity Fund · MBEQX diff. adviser | 9% | 0.74% | M Financial Investment Advisers, Inc. |
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