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 | AST J.P. Morgan Moderate Multi-Asset Portfolio | 63% | 0.99% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 2 | AST J.P. Morgan Conservative Multi-Asset Portfolio cheaper | 47% | 0.92% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 3 | JPMorgan Diversified Fund · JDVSX, JPDVX, JDVAX, JDVCX, JDVZX cheaper diff. adviser | 35% | 0.58% | J.P. Morgan Investment Management, Inc. |
| 4 | AST PGIM Aggressive Multi-Asset Portfolio cheaper | 34% | 0.90% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 5 | AST Aggressive Asset Allocation Portfolio cheaper | 34% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 6 | AST Balanced Asset Allocation Portfolio cheaper | 34% | 0.85% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 7 | AST Multi-Asset Diversified Portfolio cheaper | 33% | 0.88% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 8 | AST Preservation Asset Allocation Portfolio cheaper | 27% | 0.88% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | AST Multi-Asset Diversified Plus Portfolio | 27% | 1.13% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 10 | SA JPMorgan Diversified Balanced Portfolio cheaper diff. adviser | 26% | 0.72% | SunAmerica Asset Management, LLC |
| 11 | JPMorgan Global Active Allocation Portfolio diff. adviser | 24% | 0.99% | Brighthouse Investment Advisers, LLC |
| 12 | JNL/JPMorgan Global Allocation Fund cheaper diff. adviser | 24% | 0.76% | Jackson National Asset Management, LLC |
| 13 | JPMorgan Global Allocation Fund · GAOAX, GAOCX, GAOSX, GAONX, GAOZX, GAORX, GAOFX, GAOTX cheaper diff. adviser | 23% | 0.65% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan Global Select Equity ETF · JGLO cheaper diff. adviser | 22% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 15 | Frontier Asset U.S. Large Cap Equity ETF · FLCE cheaper diff. adviser | 20% | 0.86% | Frontier Asset Management, LLC |
| 16 | AST Quantitative Modeling Portfolio | 19% | 1.05% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | Venerable World Equity Fund cheaper diff. adviser | 19% | 0.85% | Venerable Investment Advisers, LLC |
| 18 | iShares MSCI ACWI ETF · ACWI cheaper diff. adviser | 19% | 0.32% | BlackRock Fund Advisors |
| 19 | SPDR(R) Portfolio MSCI Global Stock Market ETF · SPGM cheaper diff. adviser | 19% | 0.09% | SSGA Funds Management, Inc. |
| 20 | PSF Stock Index Portfolio cheaper | 19% | 0.29% | PGIM INVESTMENTS LLC |
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