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 | Moderately Aggressive Balanced Allocation Portfolio · SAMAX, SAMCX, SAMIX | 94% | 2.17% | Saratoga Capital Management, LLC |
| 2 | Moderately Conservative Balanced Allocation Portfolio · SMACX, SBCCX, SMICX cheaper | 91% | 1.98% | Saratoga Capital Management, LLC |
| 3 | Aggressive Balanced Allocation Portfolio · SABAX, SABCX, SABIX | 85% | 2.28% | Saratoga Capital Management, LLC |
| 4 | Conservative Balanced Allocation Portfolio · SCAAX, SUMCX, LUNAX cheaper | 83% | 1.75% | Saratoga Capital Management, LLC |
| 5 | Saratoga Investment Quality Bond Portfolio · SQBAX, SIBPX, SQBCX cheaper | 29% | 1.81% | Saratoga Capital Management, LLC |
| 6 | AMG Pantheon Infrastructure Fund, LLC | 11% | — | — |
| 7 | Empower International Value Fund · MXIVX, MXJVX cheaper diff. adviser | 9% | 0.71% | Empower Capital Management, LLC |
| 8 | AMG Pantheon Master Fund, LLC | 8% | — | — |
| 9 | AMG Pantheon Credit Solutions Fund | 8% | — | — |
| 10 | AMG Yacktman Special Opportunities Fund · YASLX, YASSX cheaper diff. adviser | 7% | 0.72% | AMG Funds LLC |
| 11 | Saratoga Large Capitalization Value Portfolio · SLVYX, SLCVX, SLVCX cheaper | 7% | 1.79% | Saratoga Capital Management, LLC |
| 12 | AMG Veritas Asia Pacific Fund · MGSEX, MSEIX cheaper diff. adviser | 6% | 0.93% | AMG Funds LLC |
| 13 | AMG Yacktman Global Fund · YFSNX, YFSIX cheaper diff. adviser | 5% | 0.93% | AMG Funds LLC |
| 14 | Empower International Index Fund · MXINX, MXPBX cheaper diff. adviser | 5% | 0.25% | Empower Capital Management, LLC |
| 15 | Empower Small Cap Growth Fund · MXMTX, MXMSX cheaper diff. adviser | 5% | 0.84% | Empower Capital Management, LLC |
| 16 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 4% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | Saratoga Small Capitalization Portfolio · SSCYX, SSCPX, SSCCX diff. adviser | 4% | 2.50% | Saratoga Capital Management, LLC |
| 18 | BNY Mellon Core Bond ETF · BKAG cheaper diff. adviser | 4% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 19 | Saratoga Mid Capitalization Portfolio · SMIPX, SPMCX, SPMAX | 3% | 2.22% | Saratoga Capital Management, LLC |
| 20 | AMG Veritas Global Real Return Fund · BLUEX cheaper | 3% | 1.17% | — |
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