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 | WisdomTree Siegel Longevity Digital Fund · LNGVX | 73% | 0.42% | WisdomTree Digital Management, Inc. |
| 2 | WisdomTree Siegel Moderate Digital Fund · MODRX | 64% | 0.40% | WisdomTree Digital Management, Inc. |
| 3 | Active/Passive Very Aggressive Portfolio diff. adviser | 20% | 0.66% | Mason Street Advisors, LLC |
| 4 | Active/Passive Aggressive Portfolio diff. adviser | 17% | 0.64% | Mason Street Advisors, LLC |
| 5 | GuidePath Growth and Income Fund · GPIGX diff. adviser | 16% | 0.85% | AssetMark Inc. |
| 6 | KEYCO FUND, INC. | 14% | — | — |
| 7 | MML Blend Fund diff. adviser | 14% | 0.50% | MML Investment Advisers, LLC |
| 8 | AB Balanced Hedged Allocation Portfolio diff. adviser | 14% | 0.70% | AllianceBernstein L.P. |
| 9 | SSGA Growth ETF Portfolio diff. adviser | 14% | 0.50% | Brighthouse Investment Advisers, LLC |
| 10 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX diff. adviser | 14% | 0.60% | ALPS Advisors, Inc. |
| 11 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX diff. adviser | 14% | 0.57% | ALPS Advisors, Inc. |
| 12 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP diff. adviser | 14% | 0.40% | Transamerica Asset Management, Inc. |
| 13 | iShares Core 30/70 Conservative Allocation ETF · AOK cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 14 | iShares Core 40/60 Moderate Allocation ETF · AOM cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 15 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 16 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 17 | Transamerica BlackRock iShares Tactical - Growth VP diff. adviser | 14% | 0.64% | Transamerica Asset Management, Inc. |
| 18 | Ironclad Managed Risk Fund · IRONX diff. adviser | 14% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 19 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP diff. adviser | 14% | 0.60% | Transamerica Asset Management, Inc. |
| 20 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP diff. adviser | 14% | 0.60% | Transamerica Asset Management, Inc. |
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