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 | JNL/WMC Value Fund cheaper diff. adviser | 45% | 0.49% | Jackson National Asset Management, LLC |
| 2 | NYLI VP Balanced Portfolio diff. adviser | 43% | 0.71% | New York Life Investment Management LLC |
| 3 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX diff. adviser | 42% | 0.70% | New York Life Investment Management LLC |
| 4 | JNL/WMC Balanced Fund cheaper diff. adviser | 40% | 0.41% | Jackson National Asset Management, LLC |
| 5 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX diff. adviser | 39% | 0.73% | New York Life Investment Management LLC |
| 6 | Guardian Balanced Allocation VIP Fund diff. adviser | 37% | 0.89% | Park Avenue Institutional Advisers LLC |
| 7 | Global Atlantic Wellington Research Managed Risk Portfolio diff. adviser | 35% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 8 | Guardian Equity Income VIP Fund cheaper diff. adviser | 32% | 0.55% | Park Avenue Institutional Advisers LLC |
| 9 | JNL/WMC Equity Income Fund cheaper diff. adviser | 32% | 0.59% | Jackson National Asset Management, LLC |
| 10 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 31% | 0.85% | SunAmerica Asset Management, LLC |
| 11 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX cheaper | 31% | 0.64% | Hartford Funds Management Company, LLC |
| 12 | BALANCED PORTFOLIO cheaper diff. adviser | 29% | 0.20% | Wellington Management Company LLP |
| 13 | VANGUARD WELLESLEY INCOME FUND · VWINX, VWIAX cheaper diff. adviser | 28% | 0.15% | Wellington Management Company LLP |
| 14 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper diff. adviser | 28% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 15 | EQUITY INCOME PORTFOLIO cheaper diff. adviser | 28% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 16 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 27% | 0.48% | DWS Investment Management Americas, Inc. |
| 17 | ONEASCENT LARGE CAP CORE ETF · OALC cheaper diff. adviser | 27% | 0.49% | OneAscent Investment Solutions, LLC |
| 18 | VANGUARD WELLINGTON FUND · VWENX, VWELX cheaper diff. adviser | 27% | 0.16% | Wellington Management Company LLP |
| 19 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 27% | 0.07% | DBX Advisors LLC |
| 20 | iShares ESG Aware MSCI USA ETF · ESGU cheaper diff. adviser | 27% | 0.15% | BlackRock Fund Advisors |
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