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 Moderate Growth Fund · WGBAX, WGBFX, WGBIX cheaper | 86% | 0.72% | Allspring Funds Management, LLC |
| 2 | Allspring Spectrum Growth Fund · WGAFX, WGCFX, WGAYX cheaper | 75% | 0.72% | Allspring Funds Management, LLC |
| 3 | Allspring Spectrum Income Allocation Fund · WCCFX, WCAFX, WCYFX cheaper | 72% | 0.72% | Allspring Funds Management, LLC |
| 4 | Allspring Asset Allocation Fund · EAAFX, EABFX, EACFX, EAIFX, EAAIX | 43% | 0.75% | Allspring Funds Management, LLC |
| 5 | Allspring Spectrum Aggressive Growth Fund · WEAFX, WEACX, WEAYX, WEADX cheaper | 40% | 0.67% | Allspring Funds Management, LLC |
| 6 | Allspring Absolute Return Fund · WARAX, WARCX, WARDX, WABIX, WARRX | 29% | 0.77% | Allspring Funds Management, LLC |
| 7 | AB Balanced Hedged Allocation Portfolio cheaper diff. adviser | 17% | 0.70% | AllianceBernstein L.P. |
| 8 | Transamerica Goldman Sachs Managed Risk - Balanced ETF VP cheaper diff. adviser | 17% | 0.38% | Transamerica Asset Management, Inc. |
| 9 | JNL Moderate Growth ETF Allocation Fund cheaper diff. adviser | 17% | 0.52% | Jackson National Asset Management, LLC |
| 10 | NYLI Moderate ETF Allocation Fund · MDAKX, MDAIX, MDARX, MDAAX, MDAVX cheaper diff. adviser | 17% | 0.51% | New York Life Investment Management LLC |
| 11 | JNL Moderate ETF Allocation Fund cheaper diff. adviser | 16% | 0.52% | Jackson National Asset Management, LLC |
| 12 | Transamerica BlackRock iShares Tactical - Balanced VP cheaper diff. adviser | 16% | 0.59% | Transamerica Asset Management, Inc. |
| 13 | Transamerica Goldman Sachs Managed Risk - Conservative ETF VP cheaper diff. adviser | 16% | 0.40% | Transamerica Asset Management, Inc. |
| 14 | NYLI Conservative ETF Allocation Fund · MNERX, MNEKX, MNELX, MNEAX, MNEVX cheaper diff. adviser | 16% | 0.67% | New York Life Investment Management LLC |
| 15 | Transamerica BlackRock iShares Tactical - Conservative VP cheaper diff. adviser | 16% | 0.60% | Transamerica Asset Management, Inc. |
| 16 | Transamerica Goldman Sachs Managed Risk - Growth ETF VP cheaper diff. adviser | 15% | 0.40% | Transamerica Asset Management, Inc. |
| 17 | AVIP Constellation Managed Risk Balanced Portfolio cheaper diff. adviser | 15% | 0.66% | CONSTELLATION INVESTMENTS INC |
| 18 | AVIP Constellation Managed Risk Growth Portfolio cheaper diff. adviser | 15% | 0.67% | CONSTELLATION INVESTMENTS INC |
| 19 | Active/Passive Aggressive Portfolio cheaper diff. adviser | 15% | 0.64% | Mason Street Advisors, LLC |
| 20 | Global Atlantic Balanced Managed Risk Portfolio diff. adviser | 14% | 1.02% | Global Atlantic Investment Advisors, LLC |
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