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 U.S. Equity VI Portfolio · FMVUX | 63% | 0.96% | Matson Money, Inc. |
| 2 | Global Small Company Portfolio cheaper diff. adviser | 15% | 0.42% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Active/Passive Aggressive Portfolio cheaper diff. adviser | 12% | 0.64% | Mason Street Advisors, LLC |
| 4 | Active/Passive Very Aggressive Portfolio cheaper diff. adviser | 12% | 0.66% | Mason Street Advisors, LLC |
| 5 | Active/Passive Moderate Portfolio cheaper diff. adviser | 11% | 0.53% | Mason Street Advisors, LLC |
| 6 | BlackRock 60/40 Target Allocation ETF V.I. Fund cheaper diff. adviser | 11% | 0.32% | BlackRock Advisors, LLC |
| 7 | SSGA Growth ETF Portfolio cheaper diff. adviser | 9% | 0.50% | Brighthouse Investment Advisers, LLC |
| 8 | EQ/American Century Moderate Growth Allocation Portfolio diff. adviser | 9% | 0.90% | Equitable Investment Management Group, LLC |
| 9 | KEYCO FUND, INC. | 9% | — | — |
| 10 | MML Blend Fund cheaper diff. adviser | 9% | 0.50% | MML Investment Advisers, LLC |
| 11 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper diff. adviser | 9% | 0.67% | Allspring Funds Management, LLC |
| 12 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 9% | 0.70% | AllianceBernstein L.P. |
| 13 | SSGA Growth and Income ETF Portfolio cheaper diff. adviser | 9% | 0.48% | Brighthouse Investment Advisers, LLC |
| 14 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX cheaper diff. adviser | 9% | 0.60% | ALPS Advisors, Inc. |
| 15 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX cheaper diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
| 16 | Morningstar Growth ETF Asset Allocation Portfolio · GETFX cheaper diff. adviser | 9% | 0.57% | ALPS Advisors, Inc. |
| 17 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX cheaper diff. adviser | 9% | 0.59% | ALPS Advisors, Inc. |
| 18 | BlackRock 80/20 Target Allocation Fund cheaper diff. adviser | 9% | 0.30% | BlackRock Advisors, LLC |
| 19 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 9% | 0.38% | Transamerica Asset Management, Inc. |
| 20 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 9% | 0.40% | Transamerica Asset Management, Inc. |
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