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 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX | 90% | 0.66% | Touchstone Advisors, Inc. |
| 2 | Touchstone Variable Series Trust-Touchstone Common Stock Fund | 90% | 0.73% | Touchstone Advisors, Inc. |
| 3 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX | 86% | 0.84% | Touchstone Advisors, Inc. |
| 4 | Touchstone Variable Series Trust-Touchstone Balanced Fund | 64% | 0.79% | Touchstone Advisors, Inc. |
| 5 | Touchstone Strategic Trust-Touchstone Balanced Fund · SEBLX, SBACX, SIBLX, TBARX | 63% | 0.63% | Touchstone Advisors, Inc. |
| 6 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 51% | 0.20% | Invesco Capital Management LLC |
| 7 | Monopoly ETF | 50% | 0.79% | — |
| 8 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 49% | 1.00% | Sit Investment Associates, Inc. |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 49% | 0.20% | BlackRock Fund Advisors |
| 10 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 48% | 0.80% | AllianceBernstein L.P. |
| 11 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 48% | 0.44% | Nationwide Fund Advisors |
| 12 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 48% | 0.71% | Equitable Investment Management Group, LLC |
| 13 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 48% | 1.07% | Lincoln Financial Investments Corporation |
| 14 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 48% | 0.17% | SSGA Funds Management, Inc. |
| 15 | VistaShares Target 15 S&P 100 Distribution ETF | 48% | — | — |
| 16 | Victory Growth Fund · USAAX, UIGRX diff. adviser | 48% | 0.89% | Victory Capital Management Inc. |
| 17 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 47% | 0.39% | AllianceBernstein L.P. |
| 18 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 47% | 1.00% | Brinker Capital Investments, LLC |
| 19 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 47% | 0.26% | BlackRock Fund Advisors |
| 20 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX diff. adviser | 47% | 0.66% | MML Investment Advisers, LLC |
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