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 | Allspring Spectrum Conservative Growth Fund · WMBGX, WMBFX, WMBZX cheaper | 29% | 0.73% | Allspring Funds Management, LLC |
| 2 | Allspring Spectrum Moderate Growth Fund · WGBAX, WGBFX, WGBIX cheaper | 28% | 0.72% | Allspring Funds Management, LLC |
| 3 | Allspring Spectrum Growth Fund · WGAFX, WGCFX, WGAYX cheaper | 23% | 0.72% | Allspring Funds Management, LLC |
| 4 | Allspring Spectrum Income Allocation Fund · WCCFX, WCAFX, WCYFX cheaper | 21% | 0.72% | Allspring Funds Management, LLC |
| 5 | Allspring Asset Allocation Fund · EAAFX, EABFX, EACFX, EAIFX, EAAIX cheaper | 20% | 0.75% | Allspring Funds Management, LLC |
| 6 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper | 17% | 0.67% | Allspring Funds Management, LLC |
| 7 | Allspring Real Return Portfolio | 10% | — | Allspring Funds Management, LLC |
| 8 | Dynamic International Opportunity Fund · ICCIX, ICCNX, COUAX diff. adviser | 5% | 1.53% | Innealta Capital, LLC |
| 9 | iShares International Country Rotation Active ETF cheaper diff. adviser | 5% | 0.55% | BlackRock Fund Advisors |
| 10 | Nationwide Investor Destinations Conservative Fund · NDCAX, NDCCX, GCFRX, GIMCX, NDCSX, NWWLX cheaper diff. adviser | 5% | 0.56% | Nationwide Fund Advisors |
| 11 | NVIT Investor Destinations Conservative Fund cheaper diff. adviser | 5% | 0.72% | Nationwide Fund Advisors |
| 12 | DWS Multi-Asset Conservative Allocation Fund · SPDAX, SPDCX, SPBAX cheaper diff. adviser | 5% | 0.72% | DWS Investment Management Americas, Inc. |
| 13 | DWS Alternative Asset Allocation VIP diff. adviser | 5% | 0.88% | DWS Investment Management Americas, Inc. |
| 14 | Old Westbury Credit Income Fund · OWCIX diff. adviser | 5% | 0.91% | Bessemer Investment Management LLC |
| 15 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 5% | 0.62% | — |
| 16 | HCM Dynamic Income Fund · HCMFX, HCMBX, HCMUX diff. adviser | 5% | 1.97% | Howard Capital Management, Inc. |
| 17 | Horizon Tactical Fixed Income Fund · HTFIX, HTFNX, HTFAX diff. adviser | 5% | 1.12% | HORIZON INVESTMENTS LLC. |
| 18 | SMI 3Fourteen REAL Asset Allocation ETF · RAA diff. adviser | 5% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 19 | Aristotle Portfolio Optimization Conservative Fund · POACX, POAAX, PLCDX diff. adviser | 5% | 0.83% | Aristotle Investment Services, LLC |
| 20 | Allspring Diversified Income Builder Fund · EKSAX, EKSCX, EKSYX, EKSDX, EKSRX cheaper | 4% | 0.43% | Allspring Funds Management, LLC |
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