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 | Putnam Dynamic Asset Allocation Balanced Fund · PABAX, PABBX, AABCX, PAARX, PABYX cheaper | 78% | 0.55% | Franklin Advisers, Inc. |
| 2 | Putnam Dynamic Asset Allocation Growth Fund · PAEAX, PAEBX, PAECX, PASRX, PAGYX | 68% | 0.63% | Franklin Advisers, Inc. |
| 3 | Putnam VT Global Asset Allocation Fund | 60% | 0.86% | Franklin Advisers, Inc. |
| 4 | Putnam Dynamic Asset Allocation Equity Fund | 51% | 0.62% | Franklin Advisers, Inc. |
| 5 | SA Franklin Allocation Moderately Aggressive Portfolio diff. adviser | 44% | 0.89% | SunAmerica Asset Management, LLC |
| 6 | iShares MSCI World ETF · URTH cheaper diff. adviser | 37% | 0.24% | BlackRock Fund Advisors |
| 7 | JNL/Mellon World Index Fund cheaper diff. adviser | 36% | 0.30% | Jackson National Asset Management, LLC |
| 8 | Putnam VT George Putnam Balanced Fund diff. adviser | 36% | 0.65% | Putnam Investment Management, LLC |
| 9 | AZL MSCI Global Equity Index Fund cheaper diff. adviser | 36% | 0.39% | Allianz Investment Management LLC |
| 10 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper diff. adviser | 36% | 0.09% | DBX Advisors LLC |
| 11 | iShares MSCI Kokusai ETF · TOK cheaper diff. adviser | 35% | 0.25% | BlackRock Fund Advisors |
| 12 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 35% | 0.32% | BlackRock Fund Advisors |
| 13 | The ESG Growth Portfolio · HCESX cheaper diff. adviser | 35% | 0.24% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 14 | George Putnam Balanced Fund · PGEOX, PGEBX, PGPCX, PGEMX, PGPRX, PGEYX diff. adviser | 34% | 0.60% | Putnam Investment Management, LLC |
| 15 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper diff. adviser | 34% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 16 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 34% | 0.09% | SSGA Funds Management, Inc. |
| 17 | AB Global Risk Allocation-Moderate Portfolio cheaper diff. adviser | 34% | 0.53% | AllianceBernstein L.P. |
| 18 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper diff. adviser | 33% | 0.33% | Wilshire Advisors LLC |
| 19 | iShares Russell 3000 ETF · IWV cheaper diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
| 20 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 33% | 0.03% | Charles Schwab Investment Management, Inc. |
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