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 | Moderate Allocation Fund · FLDOX, DVOAX, DVOIX cheaper | 82% | 1.18% | Meeder Asset Management, Inc. |
| 2 | Balanced Fund · FLDFX, BLNIX, BLNAX cheaper | 63% | 1.13% | Meeder Asset Management, Inc. |
| 3 | Global Allocation Fund · FLFGX, GBPIX, GBPAX | 43% | 1.59% | Meeder Asset Management, Inc. |
| 4 | Dynamic Allocation Fund · FLDGX, DYGIX, DYGAX cheaper | 41% | 1.09% | Meeder Asset Management, Inc. |
| 5 | Muirfield Fund · FLMFX, FLMAX, FLMIX cheaper | 37% | 0.91% | Meeder Asset Management, Inc. |
| 6 | Sector Rotation Fund · FLCGX, QNTAX, QNTIX | 36% | 1.55% | Meeder Asset Management, Inc. |
| 7 | Tactical Income Fund · FLBDX, BNDIX, BNDAX | 36% | 1.32% | Meeder Asset Management, Inc. |
| 8 | Spectrum Fund · FLSPX, SRUIX, SRUAX | 30% | 1.43% | Meeder Asset Management, Inc. |
| 9 | State Street Total Return V.I.S. Fund · SSTIX, SSTTX cheaper diff. adviser | 18% | 0.67% | SSGA Funds Management, Inc. |
| 10 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 17% | 0.00% | — |
| 11 | AZL DFA U.S. Core Equity Fund cheaper diff. adviser | 17% | 0.78% | Allianz Investment Management LLC |
| 12 | Avantis U.S. Equity ETF · AVUS cheaper | 17% | 0.15% | — |
| 13 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper diff. adviser | 17% | 0.39% | Lincoln Financial Investments Corporation |
| 14 | JNL/DFA U.S. Core Equity Fund cheaper diff. adviser | 17% | 0.45% | Jackson National Asset Management, LLC |
| 15 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 17% | 0.15% | — |
| 16 | Dimensional US Core Equity 1 ETF · DCOR cheaper diff. adviser | 17% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 17 | LVIP Dimensional U.S. Core Equity 2 Fund cheaper diff. adviser | 17% | 0.49% | Lincoln Financial Investments Corporation |
| 18 | Dimensional U.S. Core Equity 2 ETF · DFAC cheaper diff. adviser | 17% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 19 | U.S. CORE EQUITY 2 PORTFOLIO · DFQTX cheaper diff. adviser | 17% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | John Hancock Multifactor Large Cap ETF · JHML cheaper diff. adviser | 17% | 0.29% | John Hancock Investment Management LLC |
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