Investment Test Drive

TFOAX Touchstone Focused A

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund TFOAX Touchstone Focused A DHVW Diamond Hill Valuation-Weighted 500 ETF MMTM SPDR® S&P 1500 Momentum Tilt ETF  
100% 92% 92%
Annual Fees
(1.21% Exp. Ratio)
(0.10% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,844.73 $51,516.98 $51,208.47
Est. savings over 30 yrs +$14,672.26 +$14,363.74
As of 9/30/16
1 YR RETURN 13.28%
3 YR 9.72%
5 YR 17.38%
10 YR 7.81%
1 YR RETURN 13.90%
3 YR 10.68%
5 YR --
10 YR --
1 YR RETURN 13.78%
3 YR 10.77%
5 YR --
10 YR --
The investment seeks to provide investors with capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in equity securities. Equity securities include common stock and preferred stock. It may invest in companies of any market capitalization in seeking to achieve its investment goal. These securities may be listed on an exchange or traded over-the-counter. The fund will generally hold 25 to 40 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It is non-diversified.
The investment seeks to track the price and total return performance, before fees and expenses, of the Diamond Hill Valuation-Weighted 500 index. The fund invests at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) in the component securities of the index. The index is composed of the common stock of approximately 500 U.S.-listed companies weighted based on a proprietary, patent-pending valuation methodology developed by Diamond Hill Capital Management, Inc., the fund's investment adviser.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively high momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively low momentum are underweight. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!