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 | WisdomTree Siegel Longevity Digital Fund · LNGVX | 74% | 0.42% | WisdomTree Digital Management, Inc. |
| 2 | WisdomTree Siegel Global Equity Digital Fund · EQTYX | 64% | 0.40% | WisdomTree Digital Management, Inc. |
| 3 | BlackRock 60/40 Target Allocation Fund cheaper diff. adviser | 13% | 0.32% | BlackRock Advisors, LLC |
| 4 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 13% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 5 | GuidePath Multi-Asset Income Allocation Fund · GPMIX, GIMTX, GMZGX diff. adviser | 13% | 0.77% | AssetMark Inc. |
| 6 | Global Atlantic BlackRock Allocation Portfolio diff. adviser | 13% | 0.47% | Global Atlantic Investment Advisors, LLC |
| 7 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 12% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 8 | GuidePath Growth and Income Fund · GPIGX diff. adviser | 12% | 0.85% | AssetMark Inc. |
| 9 | BlackRock 60/40 Target Allocation ETF V.I. Fund cheaper diff. adviser | 12% | 0.32% | BlackRock Advisors, LLC |
| 10 | Active/Passive Moderate Portfolio diff. adviser | 12% | 0.53% | Mason Street Advisors, LLC |
| 11 | Active/Passive Aggressive Portfolio diff. adviser | 12% | 0.64% | Mason Street Advisors, LLC |
| 12 | Active/Passive Very Aggressive Portfolio diff. adviser | 12% | 0.66% | Mason Street Advisors, LLC |
| 13 | BlackRock 80/20 Target Allocation Fund cheaper diff. adviser | 12% | 0.30% | BlackRock Advisors, LLC |
| 14 | BlackRock 40/60 Target Allocation Fund cheaper diff. adviser | 11% | 0.32% | BlackRock Advisors, LLC |
| 15 | WisdomTree Short-Duration Income Digital Fund · WTSIX | 10% | 0.40% | WisdomTree Digital Management, Inc. |
| 16 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 10% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 17 | BlackRock 20/80 Target Allocation Fund cheaper diff. adviser | 9% | 0.31% | BlackRock Advisors, LLC |
| 18 | Active/Passive Balanced Portfolio diff. adviser | 9% | 0.47% | Mason Street Advisors, LLC |
| 19 | KEYCO FUND, INC. | 8% | — | — |
| 20 | MML Blend Fund diff. adviser | 8% | 0.50% | MML Investment Advisers, LLC |
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