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 cheaper | 90% | 0.66% | Touchstone Advisors, Inc. |
| 2 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper | 89% | 0.73% | Touchstone Advisors, Inc. |
| 3 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper | 86% | 0.56% | Touchstone Advisors, Inc. |
| 4 | Touchstone Variable Series Trust-Touchstone Balanced Fund cheaper | 64% | 0.79% | Touchstone Advisors, Inc. |
| 5 | Touchstone Strategic Trust-Touchstone Balanced Fund · SEBLX, SBACX, SIBLX, TBARX cheaper | 63% | 0.63% | Touchstone Advisors, Inc. |
| 6 | Monopoly ETF cheaper | 47% | 0.79% | — |
| 7 | Appreciation Portfolio diff. adviser | 47% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 8 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 47% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 9 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 45% | 0.80% | AllianceBernstein L.P. |
| 10 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 45% | 0.20% | Invesco Capital Management LLC |
| 11 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 44% | 0.39% | AllianceBernstein L.P. |
| 12 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 44% | 1.00% | Sit Investment Associates, Inc. |
| 13 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 14 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX cheaper diff. adviser | 43% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 15 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 43% | 0.17% | SSGA Funds Management, Inc. |
| 16 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 43% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 43% | 0.44% | Nationwide Fund Advisors |
| 18 | EQ/JPMorgan Growth Stock Portfolio cheaper diff. adviser | 43% | 0.71% | Equitable Investment Management Group, LLC |
| 19 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 43% | 0.63% | Lincoln Financial Investments Corporation |
| 20 | Victory Growth Fund · USAAX, UIGRX diff. adviser | 43% | 0.89% | Victory Capital Management Inc. |
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