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 | MML VIP BlackRock iShares 60/40 Allocation Fund cheaper diff. adviser | 20% | 0.50% | MML Investment Advisers, LLC |
| 2 | MML VIP BlackRock iShares 80/20 Allocation Fund cheaper diff. adviser | 20% | 0.50% | MML Investment Advisers, LLC |
| 3 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 16% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 4 | Morningstar Conservative ETF Asset Allocation Portfolio · CETFX | 16% | 0.58% | ALPS Advisors, Inc. |
| 5 | AVIP Constellation Managed Risk Moderate Growth Portfolio diff. adviser | 15% | 0.65% | CONSTELLATION INVESTMENTS INC |
| 6 | Morningstar Income and Growth ETF Asset Allocation Portfolio · IETFX | 15% | 0.59% | ALPS Advisors, Inc. |
| 7 | Morningstar Balanced ETF Asset Allocation Portfolio · BETFX | 14% | 0.59% | ALPS Advisors, Inc. |
| 8 | iShares Core 40/60 Moderate Allocation ETF · AOM cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 9 | iShares Core 60/40 Balanced Allocation ETF · AOR cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 10 | iShares Core 80/20 Aggressive Allocation ETF · AOA cheaper diff. adviser | 14% | 0.15% | BlackRock Fund Advisors |
| 11 | NVIT iShares Global Equity ETF Fund cheaper diff. adviser | 14% | 0.23% | Nationwide Fund Advisors |
| 12 | JNL/Vanguard Moderate ETF Allocation Fund cheaper diff. adviser | 14% | 0.27% | Jackson National Asset Management, LLC |
| 13 | JNL/Vanguard Moderate Growth ETF Allocation Fund cheaper diff. adviser | 14% | 0.27% | Jackson National Asset Management, LLC |
| 14 | AVIP Constellation Managed Risk Balanced Portfolio diff. adviser | 14% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 15 | ClearShares OCIO ETF · OCIO diff. adviser | 13% | 0.65% | ClearShares LLC |
| 16 | iShares Core 30/70 Conservative Allocation ETF · AOK cheaper diff. adviser | 13% | 0.15% | BlackRock Fund Advisors |
| 17 | JNL/Vanguard Growth ETF Allocation Fund cheaper diff. adviser | 12% | 0.26% | Jackson National Asset Management, LLC |
| 18 | Victory Cornerstone Moderately Conservative Fund · UCMCX diff. adviser | 12% | 1.18% | Victory Capital Management Inc. |
| 19 | TFA Tactical Income Fund · TFAZX diff. adviser | 11% | 2.69% | Tactical Fund Advisors, LLC |
| 20 | Morningstar Aggressive Growth ETF Asset Allocation Portfolio · AGTFX | 11% | 0.60% | ALPS Advisors, Inc. |
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