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 | Universal Via Asset Allocation - Moderate Growth Portfolio | 73% | — | Universal Financial Services, Inc. |
| 2 | Transamerica Asset Allocation - Growth Portfolio · IAAAX, IAALX, IGWRX, TAGIX, TAAKX diff. adviser | 63% | 0.86% | Transamerica Asset Management, Inc. |
| 3 | Transamerica Asset Allocation - Moderate Growth Portfolio · IMLAX, IMLLX, IMGRX, TMGIX, TAALX diff. adviser | 61% | 0.79% | Transamerica Asset Management, Inc. |
| 4 | Transamerica Asset Allocation - Moderate Portfolio · IMOAX, IMOLX, IMDRX, TMMIX, TAAMX diff. adviser | 50% | 0.74% | Transamerica Asset Management, Inc. |
| 5 | Universal Via Asset Allocation - Moderate Portfolio | 44% | — | Universal Financial Services, Inc. |
| 6 | Transamerica Asset Allocation - Conservative Portfolio · ICLAX, ICLLX, ICVRX, TACIX, TAAJX diff. adviser | 35% | 0.71% | Transamerica Asset Management, Inc. |
| 7 | Transamerica JPMorgan Diversified Equity Allocation VP diff. adviser | 35% | 0.81% | Transamerica Asset Management, Inc. |
| 8 | Transamerica Goldman Sachs 70/30 Allocation VP diff. adviser | 34% | 1.15% | Transamerica Asset Management, Inc. |
| 9 | Universal Via Asset Allocation - International Growth Portfolio | 30% | — | Universal Financial Services, Inc. |
| 10 | Transamerica JPMorgan Asset Allocation - Moderate Growth VP diff. adviser | 27% | 0.79% | Transamerica Asset Management, Inc. |
| 11 | Universal Via Asset Allocation - Conservative Portfolio | 27% | — | Universal Financial Services, Inc. |
| 12 | Transamerica JPMorgan International Moderate Growth VP diff. adviser | 22% | 0.89% | Transamerica Asset Management, Inc. |
| 13 | Transamerica JPMorgan Asset Allocation - Moderate VP diff. adviser | 18% | 0.74% | Transamerica Asset Management, Inc. |
| 14 | Transamerica JPMorgan Asset Allocation - Conservative VP diff. adviser | 12% | 0.72% | Transamerica Asset Management, Inc. |
| 15 | Transamerica BlackRock Tactical Allocation VP diff. adviser | 10% | 0.75% | Transamerica Asset Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.