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 | The Core Fixed Income Portfolio · HCIIX | 29% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper | 17% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 3 | The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio · HCASX | 12% | 0.23% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 4 | Defined Duration 10 ETF · DDX | 10% | 0.25% | — |
| 5 | PGIM Portfolio Ballast ETF · PBL diff. adviser | 10% | 0.45% | PGIM INVESTMENTS LLC |
| 6 | The Brinsmere Fund - Conservative ETF · TBFC | 10% | 0.44% | — |
| 7 | Frontier Asset Core Bond ETF · FCBD diff. adviser | 10% | 0.84% | Frontier Asset Management, LLC |
| 8 | Frontier Asset Opportunistic Credit ETF · FOPC diff. adviser | 10% | 0.87% | Frontier Asset Management, LLC |
| 9 | Defined Duration 5 ETF · DDV | 10% | 0.25% | — |
| 10 | Kensington Credit Opportunities ETF · KAMO diff. adviser | 10% | 0.94% | Kensington Asset Management, LLC |
| 11 | State Street(R) SPDR(R) MarketAxess Investment Grade 400 Corporate Bond ETF · LQIG cheaper diff. adviser | 9% | 0.07% | SSGA Funds Management, Inc. |
| 12 | GMO Dynamic Allocation ETF · GMOD | 8% | 0.50% | — |
| 13 | Morningstar Total Return Bond Fund · MSTRX diff. adviser | 7% | 0.55% | Morningstar Investment Management LLC |
| 14 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX diff. adviser | 7% | 0.72% | DWS Investment Management Americas, Inc. |
| 15 | BlackRock 20/80 Target Allocation Fund diff. adviser | 7% | 0.31% | BlackRock Advisors, LLC |
| 16 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 7% | 1.68% | Regents Park Funds, LLC |
| 17 | Fidelity Risk Parity Fund · FAPWX, FAPVX, FAPYX, FAPZX, FAPSX, FAPUX diff. adviser | 7% | 0.68% | Fidelity Diversifying Solutions LLC |
| 18 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 7% | 0.08% | BlackRock Fund Advisors |
| 19 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 7% | 0.09% | BlackRock Fund Advisors |
| 20 | iShares LifePath Target Date 2035 ETF · ITDC cheaper diff. adviser | 7% | 0.10% | BlackRock Fund Advisors |
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