Towpath Focus Fund (TOWFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TOWFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TOWFX
TOWFX charges 1.11% annually. There are 270 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TOWFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TOWFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TOWFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | TOWFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TOWFX vs VVIAX |
Best Risk-Adjusted Alternatives to TOWFX
TOWFX has a PortfoliosLab risk / return rank of 85. There are 61 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TOWFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TOWFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | TOWFX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | TOWFX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | TOWFX vs AVLVX |
Top Performing TOWFX Alternatives (YTD)
TOWFX is at 6.31% YTD. There are 258 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | TOWFX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | TOWFX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | TOWFX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | TOWFX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | TOWFX vs NPRTX |
Lowest Volatility Alternatives to TOWFX
TOWFX has 9.19% 1-year volatility. There are 15 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | TOWFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | TOWFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | TOWFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | TOWFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | TOWFX vs TMMAX |
Lowest Drawdown Alternatives to TOWFX
TOWFX has a 1-year max drawdown of -4.72%. There are 5 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TOWFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TOWFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TOWFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TOWFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TOWFX vs SVAIX |
Other Mutual Funds from Oelschlager Investments
The 1 most viewed Oelschlager Investments mutual funds shown here include TOWTX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Towpath Technology Fund | Technology Equities | 19 | 6.51% | — | Feb 2021 | TOWFX vs TOWTX |
Often Compared With TOWFX
Investors most often compare TOWFX with SSHFX, PRWAX, APFWX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TOWFX with Any Fund or Stock
Compare TOWFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TOWFX with funds that move differently
Towpath Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TOWFX.
Explore TOWFX Diversifiers