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 | BlackRock Global Tactical Strategies Portfolio cheaper diff. adviser | 16% | 0.93% | Brighthouse Investment Advisers, LLC |
| 2 | Teberg Fund · TEBRX, ABSTX cheaper diff. adviser | 16% | 2.03% | Absolute Capital Management, LLC |
| 3 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 15% | 0.70% | AllianceBernstein L.P. |
| 4 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX cheaper diff. adviser | 15% | 0.59% | ALPS Advisors, Inc. |
| 5 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX cheaper diff. adviser | 15% | 0.58% | ALPS Advisors, Inc. |
| 6 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX cheaper diff. adviser | 15% | 0.59% | ALPS Advisors, Inc. |
| 7 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 15% | 0.38% | Transamerica Asset Management, Inc. |
| 8 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper diff. adviser | 15% | 0.40% | Transamerica Asset Management, Inc. |
| 9 | Empower SecureFoundation Balanced ETF Fund · SFBPX cheaper diff. adviser | 15% | 0.28% | Empower Capital Management, LLC |
| 10 | CVT Volatility Managed Moderate Growth Portfolio cheaper diff. adviser | 15% | 0.89% | Calvert Research and Management |
| 11 | CVT Volatility Managed Moderate Portfolio cheaper diff. adviser | 15% | 0.88% | Calvert Research and Management |
| 12 | 2010 Lifetime Blend Portfolio · JRLDX, JRLFX, JRLHX, JHANX cheaper | 15% | 0.37% | — |
| 13 | 2015 Lifetime Blend Portfolio · JRLKX, JRLLX, JRLIX, JHAOX cheaper | 15% | 0.37% | — |
| 14 | Lifestyle Blend Conservative Portfolio · JLCGX, JABJX, JLCSX cheaper | 15% | 0.70% | — |
| 15 | Lifestyle Blend Moderate Portfolio · JLMOX, JABKX, JLMRX cheaper | 15% | 0.69% | — |
| 16 | VANGUARD TOTAL WORLD BOND ETF · BNDW cheaper diff. adviser | 15% | 0.05% | The Vanguard Group, Inc. |
| 17 | NEOS Enhanced Income Aggregate Bond ETF · BNDI cheaper diff. adviser | 15% | 0.58% | NEOS Investment Management, LLC |
| 18 | HCM Multi-Asset Plus Fund · HCMEX, HCMKX, HCMLX cheaper diff. adviser | 15% | 1.39% | Howard Capital Management, Inc. |
| 19 | 2020 Lifetime Blend Portfolio · JRLOX, JRLPX, JRTAX, JHAPX cheaper | 14% | 0.35% | — |
| 20 | 2025 Lifetime Blend Portfolio · JRTBX, JRTDX, JRTFX, JHAUX cheaper | 14% | 0.35% | — |
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