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 | VANGUARD GLOBAL WELLINGTON FUND · VGWAX, VGWLX | 46% | 0.30% | Wellington Management Company LLP |
| 2 | VANGUARD WELLESLEY INCOME FUND · VWINX, VWIAX cheaper | 19% | 0.15% | Wellington Management Company LLP |
| 3 | HARTFORD BALANCED HLS FUND · HADAX, HAIBX diff. adviser | 18% | 0.66% | Hartford Funds Management Company, LLC |
| 4 | JNL/WMC Balanced Fund diff. adviser | 17% | 0.41% | Jackson National Asset Management, LLC |
| 5 | EQUITY INCOME PORTFOLIO cheaper | 15% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 6 | Wilmington Global Alpha Equities Fund · WRAAX, WRAIX diff. adviser | 15% | 1.25% | Wilmington Funds Management Corporation |
| 7 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper | 15% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 8 | Global Atlantic Wellington Research Managed Risk Portfolio diff. adviser | 15% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 9 | Guardian Balanced Allocation VIP Fund diff. adviser | 14% | 0.89% | Park Avenue Institutional Advisers LLC |
| 10 | Wilmington International Fund · WINAX, WINIX diff. adviser | 14% | 0.86% | Wilmington Funds Management Corporation |
| 11 | THE HARTFORD BALANCED INCOME FUND · HBLAX, HBLCX, HBLYX, HBLIX, HBLRX, HBLSX, HBLTX, HBLVX, HBLFX diff. adviser | 13% | 0.56% | Hartford Funds Management Company, LLC |
| 12 | VANGUARD WELLINGTON FUND · VWENX, VWELX cheaper | 13% | 0.16% | Wellington Management Company LLP |
| 13 | Guardian Equity Income VIP Fund diff. adviser | 13% | 0.55% | Park Avenue Institutional Advisers LLC |
| 14 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX diff. adviser | 13% | 0.64% | Hartford Funds Management Company, LLC |
| 15 | BALANCED PORTFOLIO cheaper | 12% | 0.20% | Wellington Management Company LLP |
| 16 | VANGUARD INTERNATIONAL CORE STOCK FUND · VZICX, VWICX | 12% | 0.38% | Wellington Management Company LLP |
| 17 | JNL/WMC Equity Income Fund diff. adviser | 12% | 0.59% | Jackson National Asset Management, LLC |
| 18 | VANGUARD ADVICE SELECT GLOBAL VALUE FUND · VAGVX | 11% | 0.42% | Wellington Management Company LLP |
| 19 | Income Fund of America · AMECX, RIDAX, RIDBX, RIDCX, RIDEX, RIDFX, IFACX, IFAFX, CIMAX, CIMCX, CIMEX, CIMFX, AMEFX, RIDGX, RIEBX, RIDHX, FIFAX, TFAAX, TIAFX, FAIFX, FFIFX cheaper | 11% | 0.26% | — |
| 20 | State Street(R) SPDR(R) Global Dow ETF · DGT diff. adviser | 11% | 0.50% | SSGA Funds Management, Inc. |
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