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 | American Funds Tax-Aware Conservative Growth and Income Portfolio · TAIAX, TAICX, TAIFX, TXIFX, TYIFX, TATAX | 4% | 0.34% | Capital Research and Management Company |
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