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 | CVT Volatility Managed Growth Portfolio diff. adviser | 26% | 0.91% | Calvert Research and Management |
| 2 | CVT Volatility Managed Moderate Growth Portfolio diff. adviser | 26% | 0.89% | Calvert Research and Management |
| 3 | Rareview Systematic Equity ETF · RSEE | 26% | 2.77% | — |
| 4 | TOPS Moderate Growth ETF Portfolio cheaper diff. adviser | 25% | 0.29% | Valmark Advisers, Inc. |
| 5 | TOPS Growth ETF Portfolio cheaper diff. adviser | 25% | 0.30% | Valmark Advisers, Inc. |
| 6 | TOPS Aggressive Growth ETF Portfolio cheaper diff. adviser | 25% | 0.29% | Valmark Advisers, Inc. |
| 7 | TOPS Managed Risk Moderate Growth ETF Portfolio diff. adviser | 25% | 0.50% | Valmark Advisers, Inc. |
| 8 | TOPS Managed Risk Growth ETF Portfolio diff. adviser | 25% | 0.50% | Valmark Advisers, Inc. |
| 9 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 25% | 0.28% | Empower Capital Management, LLC |
| 10 | Popular Total Return Fund Inc. diff. adviser | 25% | 1.62% | Popular Asset Management LLC |
| 11 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 24% | 0.40% | Transamerica Asset Management, Inc. |
| 12 | Ned Davis Research 360 Dynamic Allocation ETF · NDAA diff. adviser | 24% | 0.65% | Tidal Investments LLC |
| 13 | CVT Volatility Managed Moderate Portfolio diff. adviser | 24% | 0.88% | Calvert Research and Management |
| 14 | PMV Adaptive Risk Parity ETF · ARP diff. adviser | 24% | 1.42% | PMV Capital Advisers LLC |
| 15 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 24% | 0.38% | Transamerica Asset Management, Inc. |
| 16 | STANDPOINT MULTI-ASSET FUND · REMIX, BLNDX diff. adviser | 23% | 1.26% | Standpoint Asset Management LLC |
| 17 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper | 23% | 0.35% | AssetMark Inc. |
| 18 | TOPS Managed Risk Flex ETF Portfolio diff. adviser | 21% | 0.95% | Valmark Advisers, Inc. |
| 19 | 2060 Lifetime Blend Portfolio · JRODX, JHIKX, JIEHX, JHBKX cheaper | 19% | 0.31% | — |
| 20 | 2050 Lifetime Blend Portfolio · JRLWX, JRTYX, JRLZX, JHBFX cheaper | 19% | 0.32% | — |
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