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 | Symmetry Panoramic Global Equity Fund · SPGEX cheaper | 34% | 0.77% | Symmetry Partners, LLC |
| 2 | Symmetry Panoramic International Equity Fund · SPILX | 21% | 0.85% | Symmetry Partners, LLC |
| 3 | Symmetry Panoramic US Equity Fund · SPUSX cheaper | 18% | 0.65% | Symmetry Partners, LLC |
| 4 | The Brinsmere Fund - Growth ETF · TBFG cheaper | 8% | 0.46% | — |
| 5 | AST Balanced Asset Allocation Portfolio diff. adviser | 6% | 0.85% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 6 | AST Aggressive Asset Allocation Portfolio diff. adviser | 6% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 7 | The Brinsmere Fund - Conservative ETF · TBFC cheaper | 6% | 0.44% | — |
| 8 | AST Preservation Asset Allocation Portfolio diff. adviser | 6% | 0.88% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | AST PGIM Aggressive Multi-Asset Portfolio diff. adviser | 5% | 0.90% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 10 | Global Atlantic BlackRock Selects Managed Risk Portfolio diff. adviser | 5% | 1.22% | Global Atlantic Investment Advisors, LLC |
| 11 | Free Market International Equity Fund · FMNEX diff. adviser | 5% | 0.85% | Matson Money, Inc. |
| 12 | Matson Money International Equity VI Portfolio · FMVIX diff. adviser | 5% | 1.11% | Matson Money, Inc. |
| 13 | DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 14 | DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 15 | DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 16 | DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 17 | DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.16% | DIMENSIONAL FUND ADVISORS LP |
| 18 | DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 19 | DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND cheaper diff. adviser | 4% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Dimensional 2065 Target Date Retirement Income Fund cheaper diff. adviser | 4% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.