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 | 89% | 1.09% | Meeder Asset Management, Inc. |
| 2 | Balanced Fund · FLDFX, BLNIX, BLNAX | 71% | 1.13% | Meeder Asset Management, Inc. |
| 3 | Spectrum Fund · FLSPX, SRUIX, SRUAX | 65% | 1.43% | Meeder Asset Management, Inc. |
| 4 | Sector Rotation Fund · FLCGX, QNTAX, QNTIX | 62% | 1.55% | Meeder Asset Management, Inc. |
| 5 | Global Allocation Fund · FLFGX, GBPIX, GBPAX | 61% | 1.59% | Meeder Asset Management, Inc. |
| 6 | Moderate Allocation Fund · FLDOX, DVOAX, DVOIX | 54% | 1.18% | Meeder Asset Management, Inc. |
| 7 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 41% | 0.11% | Invesco Capital Management LLC |
| 8 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 40% | 0.36% | Lincoln Financial Investments Corporation |
| 9 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 40% | 0.05% | TCW Investment Management Company LLC |
| 10 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 40% | 0.25% | CYBER HORNET ETFs, LLC |
| 11 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper diff. adviser | 40% | 0.35% | PGIM INVESTMENTS LLC |
| 12 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 40% | 0.02% | The Vanguard Group, Inc. |
| 13 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 40% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 14 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 40% | 0.23% | Thrivent Financial for Lutherans |
| 15 | EQUITY INDEX PORTFOLIO cheaper diff. adviser | 40% | 0.14% | The Vanguard Group, Inc. |
| 16 | Invesco S&P 500 BuyWrite ETF · PBP cheaper diff. adviser | 40% | 0.29% | Invesco Capital Management LLC |
| 17 | VANGUARD 500 INDEX FUND · VFIAX, VFINX, VOO, VFFSX cheaper diff. adviser | 40% | 0.01% | The Vanguard Group, Inc. |
| 18 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 40% | 0.43% | Victory Capital Management Inc. |
| 19 | AZL S&P 500 Index Fund cheaper diff. adviser | 40% | 0.23% | Allianz Investment Management LLC |
| 20 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 40% | 0.16% | SSGA Funds Management, Inc. |
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