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 | Short-Term Treasury Portfolio · PRTBX cheaper | 17% | 0.65% | Pacific Heights Asset Management, LLC |
| 2 | NORTH SQUARE TACTICAL GROWTH FUND · ETFCX, ETFOX, ETFAX cheaper | 15% | 1.44% | North Square Investments, LLC |
| 3 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund cheaper | 14% | 0.39% | Lincoln Financial Investments Corporation |
| 4 | WesMark Tactical Opportunity Fund · WMKTX cheaper | 14% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 5 | LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund cheaper | 13% | 0.42% | Lincoln Financial Investments Corporation |
| 6 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper | 13% | 0.40% | Transamerica Asset Management, Inc. |
| 7 | CVT Volatility Managed Growth Portfolio cheaper | 13% | 0.91% | Calvert Research and Management |
| 8 | DGI BALANCED FUND · DGIBX, DGITX, DGINX cheaper | 12% | 1.45% | ORIENTAL TRUST |
| 9 | CVT Volatility Managed Moderate Growth Portfolio cheaper | 11% | 0.89% | Calvert Research and Management |
| 10 | Amplius Aggressive Asset Allocation ETF · AAAA cheaper | 11% | 0.49% | — |
| 11 | SSGA Growth ETF Portfolio cheaper | 11% | 0.50% | Brighthouse Investment Advisers, LLC |
| 12 | 1290 VT Moderate Growth Allocation Portfolio cheaper | 11% | 0.85% | Equitable Investment Management Group, LLC |
| 13 | Timber Point Global Allocations Fund · CGHAX, CGHIX | 10% | 2.18% | Timber Point Capital Management |
| 14 | CVT Volatility Managed Moderate Portfolio cheaper | 10% | 0.88% | Calvert Research and Management |
| 15 | Rational Equity Armor Fund · HDCAX, HDCTX, HDCEX cheaper | 10% | 1.61% | Rational Advisors, Inc. |
| 16 | iShares LifePath Target Date 2065 ETF · ITDI cheaper | 10% | 0.12% | BlackRock Fund Advisors |
| 17 | iShares LifePath Target Date 2070 ETF · ITDJ cheaper | 10% | 0.12% | BlackRock Fund Advisors |
| 18 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper | 10% | 0.38% | Transamerica Asset Management, Inc. |
| 19 | iShares LifePath Target Date 2055 ETF · ITDG cheaper | 10% | 0.12% | BlackRock Fund Advisors |
| 20 | AlphaCentric Symmetry Strategy Fund · SYMIX, SYMAX, SYMCX cheaper | 10% | 1.72% | AlphaCentric Advisors LLC |
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