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 Variable Series Trust-Touchstone Balanced Fund | 79% | 0.79% | Touchstone Advisors, Inc. |
| 2 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX | 64% | 0.66% | Touchstone Advisors, Inc. |
| 3 | Touchstone Variable Series Trust-Touchstone Common Stock Fund | 63% | 0.73% | Touchstone Advisors, Inc. |
| 4 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX | 63% | 0.84% | Touchstone Advisors, Inc. |
| 5 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper | 63% | 0.56% | Touchstone Advisors, Inc. |
| 6 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 40% | 0.80% | AllianceBernstein L.P. |
| 7 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 40% | 0.39% | AllianceBernstein L.P. |
| 8 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 39% | 1.00% | Brinker Capital Investments, LLC |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 38% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 38% | 0.20% | Invesco Capital Management LLC |
| 11 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 38% | 0.44% | Nationwide Fund Advisors |
| 12 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 38% | 0.71% | Equitable Investment Management Group, LLC |
| 13 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 14 | VistaShares Target 15 S&P 100 Distribution ETF | 38% | — | — |
| 15 | Optimized Equity Income ETF · OEI | 38% | 0.75% | — |
| 16 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 38% | — | Boston Management and Research |
| 17 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX | 37% | 0.72% | — |
| 18 | JPMorgan Large Cap Growth Fund · SEEGX, OLGAX, OLGCX, JLGZX, JLGRX, JLGMX, JLGPX, JLGQX cheaper diff. adviser | 37% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 19 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 37% | 0.11% | Invesco Capital Management LLC |
| 20 | Appreciation Portfolio diff. adviser | 37% | 0.85% | BNY Mellon Investment Adviser, Inc. |
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