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 | PSF PGIM Flexible Managed Portfolio cheaper | 46% | 0.63% | PGIM INVESTMENTS LLC |
| 2 | AST Large-Cap Equity Portfolio | 39% | 0.83% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 3 | PGIM Quant Solutions Large-Cap Core Fund · PTMAX, PTMCX, PTEZX, PTMQX cheaper | 38% | 0.35% | PGIM INVESTMENTS LLC |
| 4 | PSF PGIM 50/50 Balanced Portfolio cheaper | 37% | 0.58% | PGIM INVESTMENTS LLC |
| 5 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper | 37% | 0.09% | SSGA Funds Management, Inc. |
| 6 | iShares MSCI ACWI ETF · ACWI cheaper | 36% | 0.32% | BlackRock Fund Advisors |
| 7 | JNL/Mellon World Index Fund cheaper | 36% | 0.30% | Jackson National Asset Management, LLC |
| 8 | AST PGIM Aggressive Multi-Asset Portfolio | 36% | 0.90% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | iShares MSCI World ETF · URTH cheaper | 36% | 0.24% | BlackRock Fund Advisors |
| 10 | Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF · GLOV cheaper | 36% | 0.15% | Goldman Sachs Asset Management, L.P. |
| 11 | Xtrackers MSCI Kokusai Equity ETF · KOKU cheaper | 36% | 0.09% | DBX Advisors LLC |
| 12 | iShares MSCI Kokusai ETF · TOK cheaper | 36% | 0.25% | BlackRock Fund Advisors |
| 13 | AZL MSCI Global Equity Index Fund cheaper | 35% | 0.39% | Allianz Investment Management LLC |
| 14 | JNL/DFA U.S. Core Equity Fund cheaper | 35% | 0.45% | Jackson National Asset Management, LLC |
| 15 | LVIP Dimensional U.S. Core Equity 1 Fund cheaper | 35% | 0.39% | Lincoln Financial Investments Corporation |
| 16 | FT Wilshire 5000 Index Fund · WFIVX, WINDX cheaper | 35% | 0.33% | Wilshire Advisors LLC |
| 17 | PGIM Quant Solutions Large-Cap Index Fund · PSIAX, PSICX, PSIFX, PDSIX, PQSIX cheaper | 35% | 0.12% | — |
| 18 | Schwab U.S. Broad Market ETF · SCHB cheaper | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper | 35% | 0.03% | BlackRock Fund Advisors |
| 20 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper | 35% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
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