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 | SA JPMorgan Diversified Balanced Portfolio diff. adviser | 43% | 0.72% | SunAmerica Asset Management, LLC |
| 2 | AST J.P. Morgan Aggressive Multi-Asset Portfolio diff. adviser | 35% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 3 | JPMorgan Global Allocation Fund · GAOAX, GAOCX, GAOSX, GAONX, GAOZX, GAORX, GAOFX, GAOTX | 34% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Global Active Allocation Portfolio diff. adviser | 33% | 0.99% | Brighthouse Investment Advisers, LLC |
| 5 | JNL/JPMorgan Global Allocation Fund diff. adviser | 32% | 0.76% | Jackson National Asset Management, LLC |
| 6 | iShares MSCI World ETF · URTH cheaper diff. adviser | 28% | 0.24% | BlackRock Fund Advisors |
| 7 | JNL/Mellon World Index Fund cheaper diff. adviser | 28% | 0.30% | Jackson National Asset Management, LLC |
| 8 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 28% | 0.32% | BlackRock Fund Advisors |
| 9 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 28% | 0.09% | DBX Advisors LLC |
| 10 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 28% | 0.39% | Allianz Investment Management LLC |
| 11 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 28% | 0.25% | BlackRock Fund Advisors |
| 12 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 27% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 13 | AB Dynamic Asset Allocation Portfolio diff. adviser | 27% | 0.85% | AllianceBernstein L.P. |
| 14 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 27% | 0.09% | SSGA Funds Management, Inc. |
| 15 | EQ/AB Dynamic Growth Portfolio diff. adviser | 27% | 0.90% | Equitable Investment Management Group, LLC |
| 16 | EQ/Global Equity Managed Volatility Portfolio diff. adviser | 27% | 0.85% | Equitable Investment Management Group, LLC |
| 17 | EQ/AB Dynamic Aggressive Growth Portfolio diff. adviser | 26% | 0.90% | Equitable Investment Management Group, LLC |
| 18 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 26% | 0.53% | AllianceBernstein L.P. |
| 19 | Venerable World Equity Fund diff. adviser | 26% | 0.85% | Venerable Investment Advisers, LLC |
| 20 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 25% | 0.15% | Goldman Sachs Asset Management, L.P. |
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