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 | Transamerica Asset Allocation - Moderate Growth Portfolio · IMLAX, IMLLX, IMGRX, TMGIX, TAALX cheaper | 73% | 0.79% | Transamerica Asset Management, Inc. |
| 2 | Universal Via Asset Allocation - Growth Portfolio diff. adviser | 63% | — | Universal Financial Services, Inc. |
| 3 | Transamerica Asset Allocation - Moderate Portfolio · IMOAX, IMOLX, IMDRX, TMMIX, TAAMX cheaper | 54% | 0.74% | Transamerica Asset Management, Inc. |
| 4 | Universal Via Asset Allocation - Moderate Growth Portfolio diff. adviser | 50% | — | Universal Financial Services, Inc. |
| 5 | Transamerica Goldman Sachs 70/30 Allocation VP | 43% | 1.15% | Transamerica Asset Management, Inc. |
| 6 | Transamerica Asset Allocation - Conservative Portfolio · ICLAX, ICLLX, ICVRX, TACIX, TAAJX cheaper | 38% | 0.71% | Transamerica Asset Management, Inc. |
| 7 | Universal Via Asset Allocation - Moderate Portfolio diff. adviser | 34% | — | Universal Financial Services, Inc. |
| 8 | Transamerica JPMorgan Diversified Equity Allocation VP cheaper | 30% | 0.81% | Transamerica Asset Management, Inc. |
| 9 | Transamerica JPMorgan International Moderate Growth VP | 28% | 0.89% | Transamerica Asset Management, Inc. |
| 10 | Universal Via Asset Allocation - International Growth Portfolio diff. adviser | 27% | — | Universal Financial Services, Inc. |
| 11 | Universal Via Asset Allocation - Conservative Portfolio diff. adviser | 24% | — | Universal Financial Services, Inc. |
| 12 | Transamerica JPMorgan Asset Allocation - Moderate Growth VP cheaper | 24% | 0.79% | Transamerica Asset Management, Inc. |
| 13 | Transamerica JPMorgan Asset Allocation - Moderate VP cheaper | 17% | 0.74% | Transamerica Asset Management, Inc. |
| 14 | Transamerica JPMorgan Asset Allocation - Conservative VP cheaper | 12% | 0.72% | Transamerica Asset Management, Inc. |
| 15 | Transamerica BlackRock Tactical Allocation VP cheaper | 11% | 0.75% | Transamerica Asset Management, Inc. |
| 16 | Transamerica ProFund UltraBear VP | 2% | 0.98% | Transamerica Asset Management, Inc. |
| 17 | Transamerica American Funds Managed Risk VP | 2% | 1.10% | Transamerica Asset Management, Inc. |
| 18 | Schroders Global Multi-Asset Portfolio diff. adviser | 2% | 0.95% | Brighthouse Investment Advisers, LLC |
| 19 | Transamerica JPMorgan Tactical Allocation VP cheaper | 2% | 0.80% | Transamerica Asset Management, Inc. |
| 20 | JPMorgan Global Active Allocation Portfolio diff. adviser | 2% | 0.99% | Brighthouse Investment Advisers, LLC |
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