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 | Pro-Blend Moderate Term Series · MNMCX, MNMRX, EXBAX, MNMIX, MNMWX | 73% | 0.10% | Manning & Napier Advisors, LLC |
| 2 | Pro-Blend Extended Term Series · MNECX, MNBRX, MNBAX, MNBIX, MNBWX | 59% | 0.10% | Manning & Napier Advisors, LLC |
| 3 | Core Bond Series · EXCRX, EXCIX, MCBZX, MCBWX cheaper | 55% | 0.05% | Manning & Napier Advisors, LLC |
| 4 | Pro-Blend Maximum Term Series · MNHCX, MNHRX, EXHAX, MNHIX, MNHWX | 35% | 0.10% | Manning & Napier Advisors, LLC |
| 5 | Credit Series · MCDWX, MCDIX, MCDSX | 33% | 0.10% | Manning & Napier Advisors, LLC |
| 6 | Equity Series · EXEYX, MEYWX cheaper | 18% | 0.05% | Manning & Napier Advisors, LLC |
| 7 | Unconstrained Bond Series · EXCPX, MNCPX, MUBWX cheaper | 17% | 0.06% | Manning & Napier Advisors, LLC |
| 8 | Amplify BlackSwan Growth & Treasury Core ETF | 15% | 0.49% | — |
| 9 | Amplify BlackSwan ISWN ETF · ISWN | 15% | 0.49% | — |
| 10 | Multi-Asset Absolute Return Fund · JHAAX, JHACX, JHAIX, JHASX, JHARX diff. adviser | 14% | 1.18% | John Hancock Investment Management LLC |
| 11 | Neuberger Berman Core Equity ETF · NBCR diff. adviser | 11% | 0.29% | Neuberger Berman Investment Advisers LLC |
| 12 | AB US Equity ETF · XCHG | 11% | 0.50% | — |
| 13 | Wilmington Global Alpha Equities Fund · WRAAX, WRAIX diff. adviser | 11% | 1.25% | Wilmington Funds Management Corporation |
| 14 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 11% | 0.09% | Invesco Capital Management LLC |
| 15 | Fidelity SAI Intermediate Treasury Bond Index Fund · FSIWX cheaper diff. adviser | 11% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | AST Large-Cap Growth Portfolio diff. adviser | 11% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 11% | 0.00% | Morgan Stanley Investment Management Inc. |
| 18 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 11% | 0.18% | — |
| 19 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC diff. adviser | 11% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 20 | First Trust BuyWrite Income ETF · FTHI diff. adviser | 11% | 0.76% | First Trust Advisors L.P. |
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