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 | Secured Options Portfolio · GTSOX, GLSOX cheaper | 62% | 0.66% | Glenmede Investment Management LP |
| 2 | IPS Strategic Capital Absolute Return Fund · IPSAX diff. adviser | 57% | 1.48% | IPS Strategic Capital, Inc. |
| 3 | LVIP Vanguard International Equity ETF Fund cheaper diff. adviser | 15% | 0.34% | Lincoln Financial Investments Corporation |
| 4 | iShares Currency Hedged MSCI Emerging Markets ETF · HEEM cheaper diff. adviser | 15% | 0.72% | BlackRock Fund Advisors |
| 5 | Arrow DWA Tactical: Macro Fund · DWTFX, DWTTX, DWTNX diff. adviser | 12% | 1.74% | Arrow Investment Advisors, LLC |
| 6 | VictoryShares WestEnd Global Equity ETF · GLOW cheaper diff. adviser | 12% | 0.72% | Victory Capital Management Inc. |
| 7 | Aggressive Allocation Fund cheaper diff. adviser | 9% | 0.66% | Madison Asset Management, LLC |
| 8 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 9% | 0.70% | AllianceBernstein L.P. |
| 9 | Madison Aggressive Allocation Fund · MAGSX, MAACX diff. adviser | 9% | 1.00% | Madison Asset Management, LLC |
| 10 | Madison Target Retirement 2050 Fund cheaper diff. adviser | 8% | 0.53% | Madison Asset Management, LLC |
| 11 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 8% | 0.64% | Transamerica Asset Management, Inc. |
| 12 | Moderate Allocation Fund cheaper diff. adviser | 7% | 0.65% | Madison Asset Management, LLC |
| 13 | STANDPOINT MULTI-ASSET FUND · REMIX, BLNDX diff. adviser | 7% | 1.26% | Standpoint Asset Management LLC |
| 14 | Camelot Event Driven Fund diff. adviser | 7% | 1.74% | Camelot Event-Driven Advisors, LLC |
| 15 | Madison Moderate Allocation Fund · MMDAX, MMDCX diff. adviser | 7% | 1.00% | Madison Asset Management, LLC |
| 16 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 6% | 0.51% | Madison Asset Management, LLC |
| 17 | Transamerica BlackRock iShares Tactical - Balanced VP cheaper diff. adviser | 6% | 0.59% | Transamerica Asset Management, Inc. |
| 18 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 5% | 0.40% | Transamerica Asset Management, Inc. |
| 19 | MML VIP BlackRock iShares 80/20 Allocation Fund cheaper diff. adviser | 5% | 0.50% | MML Investment Advisers, LLC |
| 20 | Goldman Sachs Global Managed Beta Fund · GGMBX cheaper diff. adviser | 5% | 0.37% | Goldman Sachs Asset Management, L.P. |
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