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 | Janus Henderson Global Allocation Fund - Moderate · JSPMX, JMOAX, JMOCX, JMOIX, JMOSX, JNSMX cheaper | 80% | 0.70% | Janus Henderson Investors US LLC |
| 2 | Janus Henderson Global Allocation Fund - Growth · JSPGX, JGCAX, JGCCX, JGCIX, JGCSX, JNSGX | 60% | 0.74% | Janus Henderson Investors US LLC |
| 3 | PFG Janus Henderson?? Tactical Income Strategy Fund · PFTSX diff. adviser | 35% | 2.86% | Pacific Financial Group, LLC |
| 4 | Free Market Fixed Income Fund · FMFIX cheaper diff. adviser | 14% | 0.64% | Matson Money, Inc. |
| 5 | iShares Core 30/70 Conservative Allocation ETF · AOK cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 6 | AB All Market Total Return Portfolio · ABWAX, ABWCX, ABWYX, ABWIX diff. adviser | 13% | 0.89% | AllianceBernstein L.P. |
| 7 | Matson Money Fixed Income VI Fund · FMVFX diff. adviser | 13% | 0.86% | Matson Money, Inc. |
| 8 | iShares Core 40/60 Moderate Allocation ETF · AOM cheaper diff. adviser | 13% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 10 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 9% | 0.15% | BlackRock Fund Advisors |
| 11 | BlackRock 60/40 Target Allocation Fund cheaper diff. adviser | 9% | 0.32% | BlackRock Advisors, LLC |
| 12 | BlackRock 20/80 Target Allocation Fund cheaper diff. adviser | 9% | 0.31% | BlackRock Advisors, LLC |
| 13 | BlackRock 60/40 Target Allocation ETF V.I. Fund cheaper diff. adviser | 8% | 0.32% | BlackRock Advisors, LLC |
| 14 | NVIT Investor Destinations Conservative Fund diff. adviser | 8% | 0.72% | Nationwide Fund Advisors |
| 15 | BlackRock 80/20 Target Allocation Fund cheaper diff. adviser | 8% | 0.30% | BlackRock Advisors, LLC |
| 16 | BlackRock 40/60 Target Allocation Fund cheaper diff. adviser | 8% | 0.32% | BlackRock Advisors, LLC |
| 17 | Bluemonte Global Equity ETF · BINT cheaper | 7% | 0.23% | — |
| 18 | BlackRock LifePath Dynamic 2040 Fund · LPREX, STLEX, LPSFX, LPRKX, LPCKX cheaper diff. adviser | 7% | 0.34% | BlackRock Fund Advisors |
| 19 | Nationwide Investor Destinations Aggressive Fund · NDAAX, NDACX, GAFRX, GAIDX, NDASX, NWWHX cheaper diff. adviser | 7% | 0.51% | Nationwide Fund Advisors |
| 20 | Nationwide Investor Destinations Moderately Aggressive Fund · NDMAX, NDMCX, GMARX, GMIAX, NDMSX, NWWIX cheaper diff. adviser | 7% | 0.52% | Nationwide Fund Advisors |
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