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 Multi-Managed Balanced · IBALX, IBLLX, TBLIX, TAMMX, TAAHX | 86% | 0.64% | Transamerica Asset Management, Inc. |
| 2 | Transamerica Multi-Managed Balanced VP | 75% | 0.63% | Transamerica Asset Management, Inc. |
| 3 | JPMorgan U.S. Research Enhanced Large Cap ETF · JUSA cheaper diff. adviser | 57% | 0.20% | J.P. Morgan Investment Management, Inc. |
| 4 | Transamerica JPMorgan Enhanced Index VP cheaper | 56% | 0.61% | Transamerica Asset Management, Inc. |
| 5 | Hedged Equity Portfolio diff. adviser | 56% | 0.65% | Pacific Life Fund Advisors LLC |
| 6 | JNL/JPMorgan Hedged Equity Fund diff. adviser | 56% | 0.66% | Jackson National Asset Management, LLC |
| 7 | JPMorgan U.S. Research Enhanced Equity Fund · JDESX, JDEAX, JDEUX cheaper diff. adviser | 56% | 0.25% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Hedged Equity 2 Fund · JHDRX, JHDCX, JHQDX, JHDFX, JHDAX cheaper diff. adviser | 56% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Hedged Equity 3 Fund · JHTRX, JHTAX, JHTCX, JHQTX, JHTGX cheaper diff. adviser | 56% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan Hedged Equity Fund · JHQAX, JHQCX, JHEQX, JHQPX, JHQRX cheaper diff. adviser | 56% | 0.32% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan Hedged Equity Laddered Overlay ETF · HELO cheaper diff. adviser | 55% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan U.S. Large Cap Core Plus Fund · JLPSX, JLCAX, JLPCX, JCPRX, JLPZX, JLPYX diff. adviser | 48% | 1.34% | J.P. Morgan Investment Management, Inc. |
| 13 | MML Equity Index Fund cheaper diff. adviser | 48% | 0.12% | MML Investment Advisers, LLC |
| 14 | MML Managed Volatility Fund diff. adviser | 48% | 0.77% | MML Investment Advisers, LLC |
| 15 | Transamerica S&P 500 Index VP cheaper | 47% | 0.12% | Transamerica Asset Management, Inc. |
| 16 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 47% | 0.14% | MML Investment Advisers, LLC |
| 17 | Penn Series Index 500 Fund cheaper diff. adviser | 47% | 0.34% | Penn Mutual Asset Management, LLC |
| 18 | State Street S&P 500 Index Fund · SVSPX cheaper diff. adviser | 47% | 0.16% | SSGA Funds Management, Inc. |
| 19 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 47% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 47% | 0.19% | Mason Street Advisors, LLC |
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