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 | Natixis Target Retirement 2025 Fund · NSFEX | 90% | 0.45% | Natixis Advisors, LLC |
| 2 | Natixis Target Retirement 2015 Fund · NSFBX cheaper | 90% | 0.44% | Natixis Advisors, LLC |
| 3 | Natixis Target Retirement 2030 Fund · NSFFX | 81% | 0.47% | Natixis Advisors, LLC |
| 4 | Natixis Target Retirement 2035 Fund · NSFGX | 73% | 0.48% | Natixis Advisors, LLC |
| 5 | Natixis Target Retirement 2040 Fund · NSFHX | 65% | 0.48% | Natixis Advisors, LLC |
| 6 | Natixis Target Retirement 2045 Fund · NSFJX | 59% | 0.48% | Natixis Advisors, LLC |
| 7 | Natixis Target Retirement 2050 Fund · NSFKX | 54% | 0.49% | Natixis Advisors, LLC |
| 8 | Natixis Target Retirement 2055 Fund · NSFLX | 51% | 0.49% | Natixis Advisors, LLC |
| 9 | Natixis Target Retirement 2060 Fund · NSFMX | 50% | 0.49% | Natixis Advisors, LLC |
| 10 | Natixis Target Retirement 2065 Fund · NSFOX | 50% | 0.49% | Natixis Advisors, LLC |
| 11 | Large Cap Equity Fund · TLGUX | 19% | 0.47% | — |
| 12 | Victory 500 Index VIP Series cheaper diff. adviser | 19% | 0.28% | Victory Capital Management Inc. |
| 13 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX diff. adviser | 17% | 0.76% | Victory Capital Management Inc. |
| 14 | AB Global Risk Allocation-Moderate Portfolio diff. adviser | 17% | 0.53% | AllianceBernstein L.P. |
| 15 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 16% | 0.00% | — |
| 16 | LVIP Invesco Select Equity Income Managed Volatility Fund diff. adviser | 16% | 0.58% | Lincoln Financial Investments Corporation |
| 17 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 16% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 18 | Hartford Longevity Economy ETF · HLGE cheaper | 14% | 0.44% | — |
| 19 | Humankind U.S. Stock ETF cheaper diff. adviser | 14% | 0.11% | Humankind Benefit Corp |
| 20 | Global X S&P 500 ESG Covered Call ETF diff. adviser | 13% | 0.60% | Global X Management Company LLC |
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