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 Growth Fund · WGAFX, WGCFX, WGAYX | 64% | 0.72% | Allspring Funds Management, LLC |
| 2 | Allspring Spectrum Moderate Growth Fund · WGBAX, WGBFX, WGBIX | 53% | 0.72% | Allspring Funds Management, LLC |
| 3 | Allspring Spectrum Conservative Growth Fund · WMBGX, WMBFX, WMBZX | 40% | 0.73% | Allspring Funds Management, LLC |
| 4 | Allspring Asset Allocation Fund · EAAFX, EABFX, EACFX, EAIFX, EAAIX | 31% | 0.75% | Allspring Funds Management, LLC |
| 5 | Virtus AlphaSimplex Global Macro ETF | 28% | — | — |
| 6 | AB Balanced Hedged Allocation Portfolio diff. adviser | 28% | 0.70% | AllianceBernstein L.P. |
| 7 | Active/Passive Very Aggressive Portfolio cheaper diff. adviser | 24% | 0.66% | Mason Street Advisors, LLC |
| 8 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 23% | 0.40% | Transamerica Asset Management, Inc. |
| 9 | Transamerica BlackRock iShares Tactical - Growth VP cheaper diff. adviser | 23% | 0.64% | Transamerica Asset Management, Inc. |
| 10 | BlackRock Global Tactical Strategies Portfolio diff. adviser | 22% | 0.93% | Brighthouse Investment Advisers, LLC |
| 11 | Global Atlantic Moderately Aggressive Managed Risk Portfolio diff. adviser | 21% | 0.98% | Global Atlantic Investment Advisors, LLC |
| 12 | Transamerica BlackRock iShares Dynamic Allocation - Moderate Growth VP cheaper diff. adviser | 21% | 0.58% | Transamerica Asset Management, Inc. |
| 13 | 1290 VT Moderate Growth Allocation Portfolio diff. adviser | 21% | 0.85% | Equitable Investment Management Group, LLC |
| 14 | Strategy Shares Newfound/Resolve Robust Momentum ETF · ROMO diff. adviser | 21% | 0.87% | Rational Advisors, Inc. |
| 15 | EQ/American Century Moderate Growth Allocation Portfolio diff. adviser | 21% | 0.90% | Equitable Investment Management Group, LLC |
| 16 | Harbor Multi-Asset Explorer ETF · MAPP diff. adviser | 21% | 0.80% | Harbor Capital Advisors, Inc. |
| 17 | AVIP Constellation Managed Risk Growth Portfolio diff. adviser | 20% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 18 | Global Atlantic Moderate Managed Risk Portfolio diff. adviser | 19% | 1.02% | Global Atlantic Investment Advisors, LLC |
| 19 | BlackRock 80/20 Target Allocation Fund cheaper diff. adviser | 19% | 0.30% | BlackRock Advisors, LLC |
| 20 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 19% | 0.38% | Transamerica Asset Management, Inc. |
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