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 | Dynamic Allocation Fund · FLDGX, DYGIX, DYGAX cheaper | 68% | 1.09% | Meeder Asset Management, Inc. |
| 2 | Balanced Fund · FLDFX, BLNIX, BLNAX cheaper | 62% | 1.13% | Meeder Asset Management, Inc. |
| 3 | Muirfield Fund · FLMFX, FLMAX, FLMIX cheaper | 61% | 0.91% | Meeder Asset Management, Inc. |
| 4 | Moderate Allocation Fund · FLDOX, DVOAX, DVOIX cheaper | 55% | 1.18% | Meeder Asset Management, Inc. |
| 5 | Spectrum Fund · FLSPX, SRUIX, SRUAX cheaper | 53% | 1.43% | Meeder Asset Management, Inc. |
| 6 | Sector Rotation Fund · FLCGX, QNTAX, QNTIX cheaper | 45% | 1.55% | Meeder Asset Management, Inc. |
| 7 | Conservative Allocation Fund · FLRUX, IFAIX, IFAAX cheaper | 43% | 1.20% | Meeder Asset Management, Inc. |
| 8 | Avantis U.S. Equity ETF · AVUS cheaper | 34% | 0.15% | — |
| 9 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 34% | 0.00% | — |
| 10 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 34% | 0.15% | — |
| 11 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 33% | 0.05% | TCW Investment Management Company LLC |
| 12 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 33% | 0.29% | Invesco Capital Management LLC |
| 13 | Persimmon Long/Short Fund · LSEIX diff. adviser | 33% | 1.99% | Dakota Wealth, LLC. |
| 14 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 33% | 0.25% | CYBER HORNET ETFs, LLC |
| 15 | SA U.S. Core Market Fund cheaper diff. adviser | 33% | 0.69% | Focus Partners Advisor Solutions, LLC |
| 16 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 33% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 17 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 33% | 0.02% | The Vanguard Group, Inc. |
| 18 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 33% | 0.23% | Thrivent Financial for Lutherans |
| 19 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 33% | 0.14% | The Vanguard Group, Inc. |
| 20 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 33% | 0.36% | Lincoln Financial Investments Corporation |
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