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 | Franklin Templeton Moderate Model Portfolio · QLMAFX, QLMAEX cheaper | 81% | 0.58% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Franklin Templeton Aggressive Model Portfolio · QLMABX, QLMAAX | 75% | 0.63% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | Franklin Templeton Moderately Conservative Model Portfolio · QLMAGX, QLMAHX cheaper | 65% | 0.59% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | Franklin Templeton Conservative Model Portfolio · QLMAIX, QLMAJX | 50% | 0.60% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | Fidelity Multi-Asset Index Fund · FFNOX cheaper diff. adviser | 22% | 0.11% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Health Savings Index Fund · FHSNX cheaper | 15% | 0.16% | — |
| 7 | VIP Freedom 2030 Portfolio cheaper diff. adviser | 12% | 0.51% | Fidelity Management & Research Company LLC |
| 8 | VIP Freedom 2035 Portfolio cheaper diff. adviser | 12% | 0.55% | Fidelity Management & Research Company LLC |
| 9 | VIP Freedom 2040 Portfolio cheaper diff. adviser | 11% | 0.59% | Fidelity Management & Research Company LLC |
| 10 | VIP Freedom 2025 Portfolio cheaper diff. adviser | 11% | 0.48% | Fidelity Management & Research Company LLC |
| 11 | VIP Freedom 2020 Portfolio cheaper diff. adviser | 10% | 0.46% | Fidelity Management & Research Company LLC |
| 12 | 85% Allocation Fund · FRAGX cheaper | 10% | 0.03% | — |
| 13 | 50% Allocation Fund · FRYBX cheaper | 10% | 0.03% | — |
| 14 | 70% Allocation Fund · FRGAX cheaper | 10% | 0.03% | — |
| 15 | 30% Allocation Fund · FMWIX cheaper | 10% | 0.03% | — |
| 16 | VOYA TARGET IN-RETIREMENT FUND · ISOLX, VTRVX, VTRWX, VRRFX cheaper diff. adviser | 10% | 0.25% | Voya Investments, LLC |
| 17 | VOYA TARGET RETIREMENT 2030 FUND · IRSMX, VTREX, VTRFX, VRRIX cheaper diff. adviser | 10% | 0.25% | Voya Investments, LLC |
| 18 | VOYA TARGET RETIREMENT 2035 FUND · IRSNX, VTRHX, VTRGX, VRRJX cheaper diff. adviser | 10% | 0.25% | Voya Investments, LLC |
| 19 | VOYA TARGET RETIREMENT 2040 FUND · IRSOX, VTRJX, VTRKX, VRRKX cheaper diff. adviser | 10% | 0.25% | Voya Investments, LLC |
| 20 | VOYA TARGET RETIREMENT 2045 FUND · IRSPX, VTRMX, VTRNX, VRRLX cheaper diff. adviser | 10% | 0.25% | Voya Investments, LLC |
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