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 | Fidelity Health Savings Index Fund · FHSNX cheaper | 28% | 0.16% | — |
| 2 | VIP Freedom Income Portfolio cheaper diff. adviser | 21% | 0.37% | Fidelity Management & Research Company LLC |
| 3 | VIP Freedom 2010 Portfolio cheaper diff. adviser | 20% | 0.40% | Fidelity Management & Research Company LLC |
| 4 | VIP Investor Freedom Income Portfolio cheaper diff. adviser | 20% | 0.40% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Multi-Asset Index Fund · FFNOX cheaper diff. adviser | 20% | 0.11% | Fidelity Management & Research Company LLC |
| 6 | VIP Freedom Lifetime Income I Portfolio cheaper diff. adviser | 20% | 0.40% | Fidelity Management & Research Company LLC |
| 7 | VIP Investor Freedom 2010 Portfolio cheaper diff. adviser | 20% | 0.43% | Fidelity Management & Research Company LLC |
| 8 | VIP Freedom 2015 Portfolio cheaper diff. adviser | 19% | 0.43% | Fidelity Management & Research Company LLC |
| 9 | VIP Freedom Lifetime Income II Portfolio cheaper diff. adviser | 19% | 0.44% | Fidelity Management & Research Company LLC |
| 10 | VIP Investor Freedom 2015 Portfolio cheaper diff. adviser | 19% | 0.47% | Fidelity Management & Research Company LLC |
| 11 | VIP Freedom 2020 Portfolio cheaper diff. adviser | 18% | 0.46% | Fidelity Management & Research Company LLC |
| 12 | VIP Investor Freedom 2020 Portfolio cheaper diff. adviser | 18% | 0.50% | Fidelity Management & Research Company LLC |
| 13 | VIP Freedom Lifetime Income III Portfolio cheaper diff. adviser | 17% | 0.51% | Fidelity Management & Research Company LLC |
| 14 | VIP Freedom 2025 Portfolio cheaper diff. adviser | 16% | 0.48% | Fidelity Management & Research Company LLC |
| 15 | VIP Investor Freedom 2025 Portfolio cheaper diff. adviser | 16% | 0.52% | Fidelity Management & Research Company LLC |
| 16 | VIP Freedom 2030 Portfolio cheaper diff. adviser | 12% | 0.51% | Fidelity Management & Research Company LLC |
| 17 | VIP Investor Freedom 2030 Portfolio cheaper diff. adviser | 12% | 0.56% | Fidelity Management & Research Company LLC |
| 18 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 10% | 1.68% | Regents Park Funds, LLC |
| 19 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX diff. adviser | 10% | 0.72% | DWS Investment Management Americas, Inc. |
| 20 | The Core Fixed Income Portfolio · HCIIX cheaper diff. adviser | 10% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
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