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 | BALANCED PORTFOLIO | 86% | 0.20% | Wellington Management Company LLP |
| 2 | JNL/WMC Balanced Fund diff. adviser | 65% | 0.41% | Jackson National Asset Management, LLC |
| 3 | Large Cap Core Stock Portfolio diff. adviser | 43% | 0.43% | Mason Street Advisors, LLC |
| 4 | Global Atlantic Wellington Research Managed Risk Portfolio diff. adviser | 42% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 5 | Brighthouse/Wellington Large Cap Research Portfolio diff. adviser | 42% | 0.54% | Brighthouse Investment Advisers, LLC |
| 6 | Guardian Balanced Allocation VIP Fund diff. adviser | 41% | 0.89% | Park Avenue Institutional Advisers LLC |
| 7 | HARTFORD CAPITAL APPRECIATION HLS FUND · HIACX, HIBCX, HCPCX diff. adviser | 40% | 0.67% | Hartford Funds Management Company, LLC |
| 8 | VANGUARD GROWTH AND INCOME FUND · VQNPX, VGIAX | 40% | 0.28% | Wellington Management Company LLP, Los Angeles Capital Management LLC, D. E. Shaw Investment Management, LLC |
| 9 | Guardian Integrated Research VIP Fund diff. adviser | 40% | 0.84% | Park Avenue Institutional Advisers LLC |
| 10 | HARTFORD DISCIPLINED EQUITY HLS FUND · HIAGX, HBGIX, HLSCX diff. adviser | 40% | 0.59% | Hartford Funds Management Company, LLC |
| 11 | SFT Wellington Core Equity Fund diff. adviser | 40% | 0.78% | Securian Asset Management, Inc. |
| 12 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 13 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 39% | 0.05% | WisdomTree Digital Management, Inc. |
| 14 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA | 39% | 0.32% | — |
| 15 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 39% | 0.98% | HORIZON INVESTMENTS LLC. |
| 16 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX diff. adviser | 39% | 0.36% | Hartford Funds Management Company, LLC |
| 17 | Optimized Equity Income ETF · OEI | 39% | 0.75% | — |
| 18 | Nationwide Fundamental All Cap Equity Portfolio diff. adviser | 39% | — | Nationwide Fund Advisors |
| 19 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE diff. adviser | 39% | 0.20% | WisdomTree Asset Management, Inc. |
| 20 | RACWI US ETF · RAUS cheaper | 39% | 0.00% | — |
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