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 | Victory Target Retirement 2060 Fund · URSIX | 95% | 0.65% | Victory Capital Management Inc. |
| 2 | Victory Target Retirement 2040 Fund · URFRX cheaper | 85% | 0.57% | Victory Capital Management Inc. |
| 3 | Victory Target Retirement 2030 Fund · URTRX cheaper | 64% | 0.55% | Victory Capital Management Inc. |
| 4 | Victory Cornerstone Equity Fund · UCEQX | 50% | 0.59% | Victory Capital Management Inc. |
| 5 | Victory Target Retirement Income Fund · URINX cheaper | 46% | 0.55% | Victory Capital Management Inc. |
| 6 | Victory Cornerstone Conservative Fund · USCCX | 29% | 0.60% | Victory Capital Management Inc. |
| 7 | Victory Cornerstone Aggressive Fund · UCAGX | 7% | 1.20% | Victory Capital Management Inc. |
| 8 | Victory Cornerstone Moderately Aggressive Fund · USCRX | 6% | 1.07% | Victory Capital Management Inc. |
| 9 | Victory Cornerstone Moderate Fund · USBSX | 6% | 1.08% | Victory Capital Management Inc. |
| 10 | Victory Cornerstone Moderately Conservative Fund · UCMCX | 5% | 1.18% | Victory Capital Management Inc. |
| 11 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 5% | 1.49% | — |
| 12 | Madison Target Retirement 2050 Fund cheaper diff. adviser | 5% | 0.53% | Madison Asset Management, LLC |
| 13 | Beacon Dynamic Allocation Fund | 5% | 1.70% | — |
| 14 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 4% | 0.51% | Madison Asset Management, LLC |
| 15 | The E-Valuator Aggressive Growth (85%-99%) RMS Fund · EVAGX, EVFGX diff. adviser | 3% | 0.82% | Systelligence, LLC |
| 16 | The E-Valuator Growth (70%-85%) RMS Fund · EVGLX, EVGRX diff. adviser | 2% | 0.83% | Systelligence, LLC |
| 17 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 2% | 0.47% | Madison Asset Management, LLC |
| 18 | The E-Valuator Moderate (50%-70%) RMS Fund · EVMLX, EVFMX diff. adviser | 2% | 0.86% | Systelligence, LLC |
| 19 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 2% | 0.44% | Madison Asset Management, LLC |
| 20 | The E-Valuator Conservative/Moderate (30%-50%) RMS Fund · EVTTX, EVFTX diff. adviser | 1% | 1.08% | Systelligence, LLC |
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