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 | EQ/JPMorgan Growth Allocation Portfolio cheaper diff. adviser | 37% | 0.95% | Equitable Investment Management Group, LLC |
| 2 | U.S. LargeCap S&P 500 Index Buffer July Account cheaper diff. adviser | 37% | 0.99% | Principal Global Investors, LLC |
| 3 | U.S. LargeCap S&P 500 Index Buffer October Account cheaper diff. adviser | 37% | 0.99% | Principal Global Investors, LLC |
| 4 | U.S. LargeCap S&P 500 Index Buffer April Account cheaper diff. adviser | 37% | 0.99% | Principal Global Investors, LLC |
| 5 | U.S. LargeCap S&P 500 Index Buffer January Account cheaper diff. adviser | 37% | 1.00% | Principal Global Investors, LLC |
| 6 | EQ/American Century Moderate Growth Allocation Portfolio cheaper diff. adviser | 32% | 0.90% | Equitable Investment Management Group, LLC |
| 7 | AVIP Constellation Dynamic Risk Balanced Portfolio cheaper diff. adviser | 25% | 0.88% | CONSTELLATION INVESTMENTS INC |
| 8 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 25% | 0.40% | Transamerica Asset Management, Inc. |
| 9 | Ironclad Managed Risk Fund · IRONX diff. adviser | 25% | 1.28% | IRONCLAD INVESTMENTS LLC |
| 10 | Goldman Sachs Variable Insurance Trust Trend Driven Allocation Fund cheaper diff. adviser | 25% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 11 | 1290 VT Moderate Growth Allocation Portfolio cheaper diff. adviser | 25% | 0.85% | Equitable Investment Management Group, LLC |
| 12 | AVIP Constellation Managed Risk Moderate Growth Portfolio cheaper diff. adviser | 25% | 0.65% | CONSTELLATION INVESTMENTS INC |
| 13 | Goldman Sachs Buffered S&P 500 Fund - Jan/Jul cheaper diff. adviser | 25% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 14 | Goldman Sachs Buffered S&P 500 Fund - Mar/Sep cheaper diff. adviser | 25% | 0.72% | Goldman Sachs Asset Management, L.P. |
| 15 | Goldman Sachs Buffered S&P 500 Fund - May/Nov cheaper diff. adviser | 25% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 16 | Brookstone Opportunities ETF cheaper diff. adviser | 25% | 1.06% | Brookstone Asset Management, LLC |
| 17 | GuidePath Growth Allocation Fund · GPSTX, GISRX, GGAFX cheaper diff. adviser | 23% | 0.48% | AssetMark Inc. |
| 18 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 22% | 0.38% | Transamerica Asset Management, Inc. |
| 19 | AAMA EQUITY FUND · AMFEX cheaper diff. adviser | 22% | 1.18% | Advanced Asset Management Advisors, Inc. |
| 20 | Goldman Sachs Multi-Manager Global Equity Fund · GSEQX cheaper diff. adviser | 21% | 0.77% | Goldman Sachs Asset Management, L.P. |
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