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 | Matson Money International Equity VI Portfolio · FMVIX | 64% | 1.11% | Matson Money, Inc. |
| 2 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper diff. adviser | 10% | 0.67% | Allspring Funds Management, LLC |
| 3 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 10% | 0.70% | AllianceBernstein L.P. |
| 4 | AB All Market Total Return Portfolio · ABWAX, ABWCX, ABWYX, ABWIX diff. adviser | 10% | 0.89% | AllianceBernstein L.P. |
| 5 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 10% | 0.40% | Transamerica Asset Management, Inc. |
| 6 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper diff. adviser | 10% | 0.37% | Goldman Sachs Asset Management, L.P. |
| 7 | Overlay Shares Foreign Equity ETF · OVF cheaper | 10% | 0.83% | — |
| 8 | Brookstone Active ETF diff. adviser | 10% | 0.99% | Brookstone Asset Management, LLC |
| 9 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA cheaper diff. adviser | 10% | 0.65% | Tidal Investments LLC |
| 10 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 10% | 0.49% | — |
| 11 | Virtus AlphaSimplex Global Macro ETF | 10% | — | — |
| 12 | JNL Growth ETF Allocation Fund cheaper diff. adviser | 10% | 0.53% | Jackson National Asset Management, LLC |
| 13 | NYLI Equity ETF Allocation Fund · MWFQX, MWFAX, MWFCX, MWFIX, MWFVX cheaper diff. adviser | 10% | 0.58% | New York Life Investment Management LLC |
| 14 | Symmetry Panoramic International Equity Fund · SPILX diff. adviser | 10% | 0.85% | Symmetry Partners, LLC |
| 15 | NYLI Growth ETF Allocation Fund · MOEAX, MOECX, MOEIX, MOERX, MOEVX cheaper diff. adviser | 9% | 0.56% | New York Life Investment Management LLC |
| 16 | Allspring Spectrum Growth Fund · WGAFX, WGCFX, WGAYX cheaper diff. adviser | 9% | 0.72% | Allspring Funds Management, LLC |
| 17 | JNL Moderate Growth ETF Allocation Fund cheaper diff. adviser | 9% | 0.52% | Jackson National Asset Management, LLC |
| 18 | World ex U.S. Value Portfolio cheaper diff. adviser | 9% | 0.37% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 9% | 0.64% | Transamerica Asset Management, Inc. |
| 20 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 9% | 0.38% | Transamerica Asset Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.