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 | Janus Henderson Global Allocation Fund - Conservative · JSPCX, JCAAX, JCACX, JCAIX, JCASX, JMSCX cheaper diff. adviser | 35% | 0.71% | Janus Henderson Investors US LLC |
| 2 | Janus Henderson Global Allocation Fund - Moderate · JSPMX, JMOAX, JMOCX, JMOIX, JMOSX, JNSMX cheaper diff. adviser | 34% | 0.70% | Janus Henderson Investors US LLC |
| 3 | Janus Henderson Global Allocation Fund - Growth · JSPGX, JGCAX, JGCCX, JGCIX, JGCSX, JNSGX cheaper diff. adviser | 31% | 0.74% | Janus Henderson Investors US LLC |
| 4 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 18% | 0.44% | Madison Asset Management, LLC |
| 5 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 17% | 0.47% | Madison Asset Management, LLC |
| 6 | PFG Janus Henderson Balanced Strategy cheaper | 16% | 2.48% | Pacific Financial Group, LLC |
| 7 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 10% | 0.51% | Madison Asset Management, LLC |
| 8 | Horizon Active Income Fund · AIHAX, AIRIX, AIMNX cheaper diff. adviser | 7% | 1.18% | HORIZON INVESTMENTS LLC. |
| 9 | Madison Target Retirement 2050 Fund cheaper diff. adviser | 7% | 0.53% | Madison Asset Management, LLC |
| 10 | Conservative Allocation Fund cheaper diff. adviser | 4% | 0.61% | Madison Asset Management, LLC |
| 11 | Madison Conservative Allocation Fund · MCNAX, MCOCX cheaper diff. adviser | 3% | 0.98% | Madison Asset Management, LLC |
| 12 | Madison Moderate Allocation Fund · MMDAX, MMDCX cheaper diff. adviser | 2% | 1.00% | Madison Asset Management, LLC |
| 13 | Madison Aggressive Allocation Fund · MAGSX, MAACX cheaper diff. adviser | 2% | 1.00% | Madison Asset Management, LLC |
| 14 | Moderate Allocation Fund cheaper diff. adviser | 2% | 0.65% | Madison Asset Management, LLC |
| 15 | Aggressive Allocation Fund cheaper diff. adviser | 1% | 0.66% | Madison Asset Management, LLC |
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