Towpath Technology Fund (TOWTX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TOWTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TOWTX
TOWTX charges 1.10% annually. There are 45 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 169.20B | Mar 2004 | TOWTX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 5.90B | Mar 2005 | TOWTX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | TOWTX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | TOWTX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | TOWTX vs FIKHX |
Best Risk-Adjusted Alternatives to TOWTX
TOWTX has a PortfoliosLab risk / return rank of 39. There are 37 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | TOWTX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 95 | — | Jul 1985 | TOWTX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | TOWTX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | TOWTX vs SLMCX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | TOWTX vs CCOYX |
Top Performing TOWTX Alternatives (YTD)
TOWTX is at 11.10% YTD. There are 62 mutual funds in the Technology Equities category with higher YTD returns, going as high as 64.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 64.85% | — | Jul 1985 | TOWTX vs FDCPX | |
| Rydex Electronics Fund | 56.87% | — | Mar 1998 | TOWTX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 51.40% | — | Jul 1985 | TOWTX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 51.27% | — | Oct 2018 | TOWTX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 51.17% | — | Dec 2000 | TOWTX vs FELIX |
Lowest Volatility Alternatives to TOWTX
TOWTX has 15.77% 1-year volatility. There is 1 mutual fund in the Technology Equities category with lower 1-year volatility, going as low as 14.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.89% | — | Nov 1993 | TOWTX vs GTTIX | |
| Vanguard Communication Services Index Fund Admiral... | 17.22% | 5.90B | Mar 2005 | TOWTX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 18.35% | — | Oct 1997 | TOWTX vs STPAX | |
| ARK Venture Fund | 19.54% | — | Sep 2022 | TOWTX vs ARKVX | |
| Virtus Artificial Intelligence & Technology Opport... | 20.12% | — | Oct 2019 | TOWTX vs AIO |
Lowest Drawdown Alternatives to TOWTX
TOWTX has a 1-year max drawdown of -11.62%. There are 3 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | TOWTX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | TOWTX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | TOWTX vs NWJCX | |
| Columbia Seligman Technology and Information Fund ... | -12.76% | — | Nov 2001 | TOWTX vs SCMIX | |
| Columbia Seligman Technology and Information Fund ... | -12.76% | — | Jun 1983 | TOWTX vs CCOYX |
Other Mutual Funds from Towpath
The 1 most viewed Towpath mutual funds shown here include TOWFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Towpath Focus Fund | Large Cap Value Equities | 97 | 14.61% | — | Dec 2019 | TOWTX vs TOWFX |
Often Compared With TOWTX
Investors most often compare TOWTX with WIREX, FSPTX, PRGTX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TOWTX with Any Fund or Stock
Compare TOWTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TOWTX with funds that move differently
Towpath Technology Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TOWTX.
Explore TOWTX Diversifiers