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 | T. Rowe Price Hedged Equity ETF · THEQ cheaper diff. adviser | 26% | 0.46% | T. Rowe Price Associates, Inc. |
| 2 | AST J.P. Morgan Aggressive Multi-Asset Portfolio diff. adviser | 20% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 3 | AST J.P. Morgan Moderate Multi-Asset Portfolio diff. adviser | 16% | 0.99% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 4 | HCM Sector Plus Fund · HCMNX, HCMWX, HCMPX, HCMQX, HCMZX diff. adviser | 12% | 1.72% | Howard Capital Management, Inc. |
| 5 | Quantified Rising Dividend Tactical Fund · QRDAX, QRDTX | 12% | 1.81% | — |
| 6 | NORTH SQUARE MULTI STRATEGY FUND · ORILX, PORYX diff. adviser | 12% | 1.33% | North Square Investments, LLC |
| 7 | JNL Growth ETF Allocation Fund cheaper diff. adviser | 11% | 0.53% | Jackson National Asset Management, LLC |
| 8 | AST J.P. Morgan Conservative Multi-Asset Portfolio diff. adviser | 11% | 0.92% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | JNL Moderate Growth ETF Allocation Fund cheaper diff. adviser | 9% | 0.52% | Jackson National Asset Management, LLC |
| 10 | Strategy Shares NASDAQ 7HANDL Index ETF · HNDL diff. adviser | 6% | 0.95% | Rational Advisors, Inc. |
| 11 | Alexis Practical Tactical ETF · LEXI diff. adviser | 6% | 1.00% | Alexis Investment Partners, LLC |
| 12 | JNL Moderate ETF Allocation Fund cheaper diff. adviser | 5% | 0.52% | Jackson National Asset Management, LLC |
| 13 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 5% | 0.26% | Jackson National Asset Management, LLC |
| 14 | GMO Dynamic Allocation ETF · GMOD cheaper | 5% | 0.50% | — |
| 15 | Dynamic Alpha Macro Fund | 4% | 1.81% | — |
| 16 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 4% | 0.27% | Jackson National Asset Management, LLC |
| 17 | JPMorgan Diversified Fund · JDVSX, JPDVX, JDVAX, JDVCX, JDVZX cheaper diff. adviser | 4% | 0.58% | J.P. Morgan Investment Management, Inc. |
| 18 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 3% | 0.27% | Jackson National Asset Management, LLC |
| 19 | Lifestyle Blend Moderate Portfolio · JLMOX, JABKX, JLMRX cheaper | 2% | 0.69% | — |
| 20 | Lifestyle Blend Balanced Portfolio · JIBOX, JABMX, JIBRX cheaper | 2% | 0.66% | — |
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