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 | VOYA SOLUTION 2025 PORTFOLIO | 52% | 0.73% | Voya Investments, LLC |
| 2 | VOYA INDEX SOLUTION 2025 PORTFOLIO cheaper | 19% | 0.16% | Voya Investments, LLC |
| 3 | 1290 Retirement 2020 Fund diff. adviser | 15% | 0.65% | Equitable Investment Management, LLC |
| 4 | 1290 Retirement 2025 Fund diff. adviser | 15% | 0.65% | Equitable Investment Management, LLC |
| 5 | 1290 Retirement 2030 Fund diff. adviser | 15% | 0.65% | Equitable Investment Management, LLC |
| 6 | DSS AmericaFirst Total Return Bond Fund | 13% | 0.61% | — |
| 7 | Transamerica ClearTrack(R) 2015 · TCFTX, TDKTX, TCTGX diff. adviser | 13% | 0.55% | Transamerica Asset Management, Inc. |
| 8 | Transamerica ClearTrack(R) 2020 · TCHTX, TCSUX, TCTJX diff. adviser | 13% | 0.55% | Transamerica Asset Management, Inc. |
| 9 | Transamerica ClearTrack(R) 2025 · TDITX, TDOTX, TCTKX diff. adviser | 13% | 0.55% | Transamerica Asset Management, Inc. |
| 10 | Transamerica ClearTrack(R) Retirement Income · TCITX, TCJTX, TCTZX diff. adviser | 13% | 0.55% | Transamerica Asset Management, Inc. |
| 11 | 1290 Retirement 2035 Fund diff. adviser | 13% | 0.65% | Equitable Investment Management, LLC |
| 12 | 1290 Retirement 2040 Fund diff. adviser | 13% | 0.65% | Equitable Investment Management, LLC |
| 13 | 1290 Retirement 2045 Fund diff. adviser | 13% | 0.65% | Equitable Investment Management, LLC |
| 14 | iShares Inflation Hedged U.S. Aggregate Bond ETF · AGIH cheaper diff. adviser | 13% | 0.13% | BlackRock Fund Advisors |
| 15 | 1290 Retirement 2050 Fund diff. adviser | 12% | 0.65% | Equitable Investment Management, LLC |
| 16 | Transamerica ClearTrack(R) 2030 · TDFTX, TDHTX, TCTLX diff. adviser | 11% | 0.55% | Transamerica Asset Management, Inc. |
| 17 | Transamerica ClearTrack(R) 2035 · TCHDX, TCETX, TCTMX diff. adviser | 8% | 0.55% | Transamerica Asset Management, Inc. |
| 18 | 1290 Retirement 2055 Fund diff. adviser | 8% | 0.65% | Equitable Investment Management, LLC |
| 19 | Transamerica ClearTrack(R) 2040 · TCRTX, TCKTX, TCTQX diff. adviser | 5% | 0.55% | Transamerica Asset Management, Inc. |
| 20 | AST Global Bond Portfolio diff. adviser | 4% | 1.01% | PGIM INVESTMENTS LLC |
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