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 Income Fund · URINX cheaper | 54% | 0.55% | Victory Capital Management Inc. |
| 2 | Victory Target Retirement 2030 Fund · URTRX cheaper | 52% | 0.55% | Victory Capital Management Inc. |
| 3 | Victory Target Retirement 2040 Fund · URFRX cheaper | 41% | 0.57% | Victory Capital Management Inc. |
| 4 | Victory Target Retirement 2050 Fund · URFFX cheaper | 29% | 0.58% | Victory Capital Management Inc. |
| 5 | Victory Target Retirement 2060 Fund · URSIX | 25% | 0.65% | Victory Capital Management Inc. |
| 6 | Victory Cornerstone Equity Fund · UCEQX cheaper | 23% | 0.59% | Victory Capital Management Inc. |
| 7 | Victory Cornerstone Moderately Conservative Fund · UCMCX | 16% | 1.18% | Victory Capital Management Inc. |
| 8 | Victory Cornerstone Moderately Aggressive Fund · USCRX | 14% | 1.07% | Victory Capital Management Inc. |
| 9 | Victory Cornerstone Moderate Fund · USBSX | 14% | 1.08% | Victory Capital Management Inc. |
| 10 | Victory Cornerstone Aggressive Fund · UCAGX | 9% | 1.20% | Victory Capital Management Inc. |
| 11 | Alternative Asset Allocation Fund · JAAAX, JAAIX, JAACX, JAARX, JAAPX, JAASX | 6% | 1.26% | — |
| 12 | AST Multi-Asset Diversified Plus Portfolio diff. adviser | 2% | 1.13% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 13 | Madison Target Retirement 2020 Fund cheaper diff. adviser | 1% | 0.44% | Madison Asset Management, LLC |
| 14 | Madison Target Retirement 2030 Fund cheaper diff. adviser | 1% | 0.47% | Madison Asset Management, LLC |
| 15 | Madison Target Retirement 2040 Fund cheaper diff. adviser | 1% | 0.51% | Madison Asset Management, LLC |
| 16 | Astor Dynamic Allocation Fund · ASTIX, ASTZX, ASTLX | 1% | 1.49% | — |
| 17 | Madison Target Retirement 2050 Fund cheaper diff. adviser | 1% | 0.53% | Madison Asset Management, LLC |
| 18 | Beacon Dynamic Allocation Fund | 1% | 1.70% | — |
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