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 | DWS Multi-Asset Moderate Allocation Fund · PLUSX, PLSCX, PPLSX | 56% | 0.74% | DWS Investment Management Americas, Inc. |
| 2 | Anfield Dynamic Fixed Income ETF · ADFI diff. adviser | 28% | 1.68% | Regents Park Funds, LLC |
| 3 | Morningstar Total Return Bond Fund · MSTRX cheaper diff. adviser | 17% | 0.55% | Morningstar Investment Management LLC |
| 4 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 15% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 5 | iShares LifePath Target Date 2030 ETF · ITDB cheaper diff. adviser | 15% | 0.09% | BlackRock Fund Advisors |
| 6 | The Core Fixed Income Portfolio · HCIIX cheaper diff. adviser | 15% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 7 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper diff. adviser | 15% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 8 | iShares LifePath Retirement ETF · IRTR cheaper diff. adviser | 15% | 0.08% | BlackRock Fund Advisors |
| 9 | iShares LifePath Target Date 2035 ETF · ITDC cheaper diff. adviser | 14% | 0.10% | BlackRock Fund Advisors |
| 10 | TOPS Conservative ETF Portfolio cheaper diff. adviser | 14% | 0.31% | Valmark Advisers, Inc. |
| 11 | iShares Interest Rate Hedged Corporate Bond ETF · LQDH cheaper diff. adviser | 14% | 0.24% | BlackRock Fund Advisors |
| 12 | iShares Inflation Hedged Corporate Bond ETF · LQDI cheaper diff. adviser | 14% | 0.18% | BlackRock Fund Advisors |
| 13 | Monarch Ambassador Income ETF · MAMB diff. adviser | 14% | 1.26% | Kingsview Wealth Management LLC |
| 14 | Kingsbarn Tactical Bond ETF · KDRN cheaper diff. adviser | 14% | 0.62% | Kingsbarn Capital Management, LLC |
| 15 | iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · LQDW cheaper diff. adviser | 14% | 0.34% | BlackRock Fund Advisors |
| 16 | DWS Alternative Asset Allocation VIP | 12% | 0.88% | DWS Investment Management Americas, Inc. |
| 17 | TOPS Balanced ETF Portfolio cheaper diff. adviser | 12% | 0.30% | Valmark Advisers, Inc. |
| 18 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 12% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 19 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 11% | 1.12% | HORIZON INVESTMENTS LLC. |
| 20 | TOPS Managed Risk Balanced ETF Portfolio cheaper diff. adviser | 11% | 0.51% | Valmark Advisers, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.