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 | PIMCO Global Managed Asset Allocation Portfolio · VPVGMMV, VPVGMVV, PVGMAPI cheaper diff. adviser | 35% | 1.03% | Pacific Investment Management Company LLC |
| 2 | PIMCO REALPATH Blend Income Fund · PBRNX, PBRAX cheaper diff. adviser | 34% | 0.76% | Pacific Investment Management Company LLC |
| 3 | PIMCO Global Core Asset Allocation Fund · PGMAX, PGMCX, PGAPX, PGAIX cheaper diff. adviser | 32% | 1.11% | Pacific Investment Management Company LLC |
| 4 | PIMCO REALPATH Blend 2030 Fund · PBPNX, PBPAX cheaper diff. adviser | 24% | 0.64% | Pacific Investment Management Company LLC |
| 5 | PIMCO All Asset All Authority Fund · PAUIX, PAUAX, PAUCX, PAUPX, PAUNX diff. adviser | 20% | 5.21% | Pacific Investment Management Company LLC |
| 6 | PIMCO REALPATH Blend 2035 Fund · PDGZX, PDGAX cheaper diff. adviser | 18% | 0.51% | Pacific Investment Management Company LLC |
| 7 | AVIP Moderately Conservative Model Portfolio cheaper diff. adviser | 17% | 1.01% | CONSTELLATION INVESTMENTS INC |
| 8 | Aspiriant Risk-Managed Taxable Bond Fund · RMTBX cheaper diff. adviser | 16% | 1.17% | Aspiriant, LLC |
| 9 | Hundredfold Select Alternative Fund · SFHYX, HFSAX cheaper diff. adviser | 16% | 2.02% | Advisors Preferred, LLC |
| 10 | PIMCO Global Diversified Allocation Portfolio · PIMGDAA, PIMGDAD cheaper diff. adviser | 13% | 1.18% | Pacific Investment Management Company LLC |
| 11 | PIMCO REALPATH Blend 2040 Fund · PVPNX, PVPAX cheaper diff. adviser | 12% | 0.39% | Pacific Investment Management Company LLC |
| 12 | PIMCO All Asset Portfolio · VPVAADV, VPVAAPM, VPVAAVV, VPVAAIV cheaper diff. adviser | 12% | 2.11% | Pacific Investment Management Company LLC |
| 13 | AVIP Balanced Model Portfolio cheaper diff. adviser | 12% | 0.98% | CONSTELLATION INVESTMENTS INC |
| 14 | PIMCO All Asset Fund · PAAIX, PAALX, PASAX, PASCX, PATRX, PALPX, PAANX cheaper diff. adviser | 12% | 1.86% | Pacific Investment Management Company LLC |
| 15 | PIMCO Balanced Allocation Portfolio · PIMGMVA cheaper diff. adviser | 12% | 0.90% | Pacific Investment Management Company LLC |
| 16 | PIMCO REALPATH Blend 2045 Fund · PVQNX, PVQAX cheaper diff. adviser | 8% | 0.29% | Pacific Investment Management Company LLC |
| 17 | AVIP Moderate Growth Model Portfolio cheaper diff. adviser | 7% | 0.96% | CONSTELLATION INVESTMENTS INC |
| 18 | Strategic Advisers Core Income Fund · FPCIX cheaper diff. adviser | 7% | 0.33% | Strategic Advisers LLC |
| 19 | MH Elite Income Fund of Funds · MHEIX cheaper diff. adviser | 6% | 1.86% | MH Investment Management, Inc. |
| 20 | PIMCO REALPATH Blend 2050 Fund · PPQZX, PPQAX cheaper diff. adviser | 5% | 0.21% | Pacific Investment Management Company LLC |
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