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 | AdvisorShares STAR Global Buy-Write ETF · VEGA diff. adviser | 4% | 1.25% | AdvisorShares Investments, LLC |
| 2 | JAMES BALANCED: GOLDEN RAINBOW FUND · GLRBX, GLRIX diff. adviser | 3% | 0.98% | James Investment Research, Inc. |
| 3 | Ocean Park Tactical Core Income Fund · SSIZX, SSICX, SSIIX, SSIRX diff. adviser | 3% | 1.45% | Ocean Park Asset Management, LLC |
| 4 | PGIM Quant Solutions International Equity Fund · PJRAX, PJRCX, PJIZX, PJRQX cheaper diff. adviser | 2% | 0.79% | PGIM INVESTMENTS LLC |
| 5 | GuideMark World ex-US Fund · GMWEX, GIWEX, GWURX cheaper diff. adviser | 2% | 0.82% | AssetMark Inc. |
| 6 | Federated Hermes MDT Balanced Fund · QABGX, QCBGX, QIBGX, QKBGX | 2% | 1.05% | — |
| 7 | Columbia Variable Portfolio - Overseas Core Fund cheaper diff. adviser | 2% | 0.79% | Columbia Management Investment Advisers, LLC |
| 8 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 2% | 0.40% | Transamerica Asset Management, Inc. |
| 9 | Transamerica BlackRock iShares Tactical - Balanced VP cheaper diff. adviser | 2% | 0.59% | Transamerica Asset Management, Inc. |
| 10 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 2% | 0.64% | Transamerica Asset Management, Inc. |
| 11 | Transamerica BlackRock iShares Tactical - Conservative VP cheaper diff. adviser | 2% | 0.60% | Transamerica Asset Management, Inc. |
| 12 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper diff. adviser | 2% | 0.40% | Transamerica Asset Management, Inc. |
| 13 | Transamerica BlackRock iShares Active Asset Allocation - Conservative VP cheaper diff. adviser | 2% | 0.60% | Transamerica Asset Management, Inc. |
| 14 | Transamerica BlackRock iShares Active Asset Allocation - Moderate Growth VP cheaper diff. adviser | 2% | 0.60% | Transamerica Asset Management, Inc. |
| 15 | Transamerica BlackRock iShares Active Asset Allocation - Moderate VP cheaper diff. adviser | 2% | 0.58% | Transamerica Asset Management, Inc. |
| 16 | Transamerica BlackRock iShares Dynamic Allocation - Balanced VP cheaper diff. adviser | 2% | 0.59% | Transamerica Asset Management, Inc. |
| 17 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP cheaper diff. adviser | 2% | 0.58% | Transamerica Asset Management, Inc. |
| 18 | SMI MULTI-STRATEGY FUND · SMILX diff. adviser | 2% | 1.71% | SMI Advisory Services, LLC |
| 19 | SOUND MIND INVESTING DYNAMIC ALLOCATION FUND · SMIDX diff. adviser | 2% | 1.59% | SMI Advisory Services, LLC |
| 20 | iShares Currency Hedged MSCI EAFE ETF · HEFA cheaper diff. adviser | 2% | 0.35% | BlackRock Fund Advisors |
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