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/American Funds Balanced Fund diff. adviser | 100% | 0.60% | Jackson National Asset Management, LLC |
| 2 | NVIT American Funds Asset Allocation Fund diff. adviser | 100% | 0.67% | Nationwide Fund Advisors |
| 3 | SA American Funds Asset Allocation Portfolio cheaper diff. adviser | 100% | 0.55% | SunAmerica Asset Management, LLC |
| 4 | Transamerica American Funds Managed Risk VP diff. adviser | 96% | 1.10% | Transamerica Asset Management, Inc. |
| 5 | Managed Risk Asset Allocation Fund diff. adviser | 95% | 0.65% | Capital Research and Management Company |
| 6 | Portfolio Series - American Funds Managed Risk Global Allocation Portfolio diff. adviser | 10% | 0.78% | Capital Research and Management Company |
| 7 | Portfolio Series - American Funds Growth and Income Portfolio cheaper diff. adviser | 5% | 0.32% | Capital Research and Management Company |
| 8 | Portfolio Series - American Funds Managed Risk Growth and Income Portfolio diff. adviser | 5% | 0.66% | Capital Research and Management Company |
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