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 Portfolio · IMOAX, IMOLX, IMDRX, TMMIX, TAAMX cheaper | 79% | 0.74% | Transamerica Asset Management, Inc. |
| 2 | Transamerica Asset Allocation - Growth Portfolio · IAAAX, IAALX, IGWRX, TAGIX, TAAKX | 73% | 0.86% | Transamerica Asset Management, Inc. |
| 3 | Universal Via Asset Allocation - Moderate Growth Portfolio diff. adviser | 65% | — | Universal Financial Services, Inc. |
| 4 | Transamerica Asset Allocation - Conservative Portfolio · ICLAX, ICLLX, ICVRX, TACIX, TAAJX cheaper | 62% | 0.71% | Transamerica Asset Management, Inc. |
| 5 | Universal Via Asset Allocation - Growth Portfolio diff. adviser | 61% | — | Universal Financial Services, Inc. |
| 6 | Transamerica Goldman Sachs 70/30 Allocation VP | 56% | 1.15% | Transamerica Asset Management, Inc. |
| 7 | Universal Via Asset Allocation - Moderate Portfolio diff. adviser | 53% | — | Universal Financial Services, Inc. |
| 8 | Universal Via Asset Allocation - Conservative Portfolio diff. adviser | 45% | — | Universal Financial Services, Inc. |
| 9 | Transamerica JPMorgan Diversified Equity Allocation VP | 30% | 0.81% | Transamerica Asset Management, Inc. |
| 10 | Transamerica JPMorgan Asset Allocation - Moderate VP cheaper | 29% | 0.74% | Transamerica Asset Management, Inc. |
| 11 | Transamerica JPMorgan Asset Allocation - Conservative VP cheaper | 28% | 0.72% | Transamerica Asset Management, Inc. |
| 12 | Transamerica JPMorgan Asset Allocation - Moderate Growth VP | 27% | 0.79% | Transamerica Asset Management, Inc. |
| 13 | Transamerica JPMorgan International Moderate Growth VP | 23% | 0.89% | Transamerica Asset Management, Inc. |
| 14 | Universal Via Asset Allocation - International Growth Portfolio diff. adviser | 20% | — | Universal Financial Services, Inc. |
| 15 | Transamerica BlackRock Tactical Allocation VP cheaper | 14% | 0.75% | Transamerica Asset Management, Inc. |
| 16 | Transamerica 60/40 Allocation VP cheaper | 12% | 0.69% | Transamerica Asset Management, Inc. |
| 17 | ROYCE SMALL-CAP TRUST, INC. | 2% | — | — |
| 18 | SPROTT FOCUS TRUST INC. | 2% | — | — |
| 19 | Lord Abbett Corporate Opportunities Fund | 2% | — | — |
| 20 | Oakmark Fund · OAKMX, OAYMX, OANMX, OAZMX cheaper diff. adviser | 2% | 0.61% | Harris Associates L.P. |
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