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 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX cheaper | 56% | 0.72% | DWS Investment Management Americas, Inc. |
| 2 | EQ/American Century Moderate Growth Allocation Portfolio diff. adviser | 13% | 0.90% | Equitable Investment Management Group, LLC |
| 3 | DWS Alternative Asset Allocation VIP | 13% | 0.88% | DWS Investment Management Americas, Inc. |
| 4 | 1290 VT Moderate Growth Allocation Portfolio diff. adviser | 12% | 0.85% | Equitable Investment Management Group, LLC |
| 5 | SMI 3Fourteen REAL Asset Allocation ETF · RAA diff. adviser | 12% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 6 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 11% | 0.38% | Transamerica Asset Management, Inc. |
| 7 | AVIP Constellation Dynamic Risk Balanced Portfolio diff. adviser | 11% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 8 | EQ/Goldman Sachs Growth Allocation Portfolio diff. adviser | 11% | 0.90% | Equitable Investment Management Group, LLC |
| 9 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 11% | 0.40% | Transamerica Asset Management, Inc. |
| 10 | Advisors Capital Tactical Fixed Income Fund · ACTIX diff. adviser | 9% | 2.03% | AC FUNDS LLC |
| 11 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 9% | 0.44% | — |
| 12 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper diff. adviser | 8% | 0.40% | Transamerica Asset Management, Inc. |
| 13 | Chesapeake Trend-Following Fixed Income ETF · TFFI | 8% | 1.01% | — |
| 14 | AB GLOBAL RISK ALLOCATION FUND, INC. · CABNX, CBACX, CBSYX, CABIX diff. adviser | 7% | 1.19% | AllianceBernstein L.P. |
| 15 | BlackRock 40/60 Target Allocation Fund cheaper diff. adviser | 7% | 0.32% | BlackRock Advisors, LLC |
| 16 | BlackRock 20/80 Target Allocation Fund cheaper diff. adviser | 7% | 0.31% | BlackRock Advisors, LLC |
| 17 | iShares Yield Optimized Bond ETF · BYLD cheaper diff. adviser | 7% | 0.13% | BlackRock Fund Advisors |
| 18 | LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 7% | 0.42% | Lincoln Financial Investments Corporation |
| 19 | LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund cheaper diff. adviser | 7% | 0.39% | Lincoln Financial Investments Corporation |
| 20 | iShares LifePath Target Date 2045 ETF · ITDE cheaper diff. adviser | 6% | 0.11% | BlackRock Fund Advisors |
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