AB Core Opportunities Fund (ADGAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADGAX
ADGAX charges 1.09% annually. There are 327 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | ADGAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | ADGAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | ADGAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | ADGAX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | ADGAX vs SSEYX |
Best Risk-Adjusted Alternatives to ADGAX
ADGAX has a PortfoliosLab risk / return rank of 29. There are 319 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | ADGAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | ADGAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | ADGAX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | ADGAX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | ADGAX vs RCKSX |
Top Performing ADGAX Alternatives (YTD)
ADGAX is at 7.45% YTD. There are 314 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | ADGAX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | ADGAX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | ADGAX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | ADGAX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | ADGAX vs IGIAX |
Lowest Volatility Alternatives to ADGAX
ADGAX has 12.96% 1-year volatility. There are 178 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | ADGAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | ADGAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | ADGAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | ADGAX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | ADGAX vs SILVX |
Lowest Drawdown Alternatives to ADGAX
ADGAX has a 1-year max drawdown of -11.76%. There are 338 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | ADGAX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ADGAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ADGAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | ADGAX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | ADGAX vs AMFEX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 9 | 1.92% | — | Oct 1996 | ADGAX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 9 | 2.06% | — | Oct 1996 | ADGAX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 10 | 2.13% | — | Jul 2015 | ADGAX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 10 | 4.46% | — | Sep 1990 | ADGAX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 70 | 0.70% | — | Aug 2010 | ADGAX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 52 | 1.45% | — | Feb 1994 | ADGAX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 6 | 1.83% | — | Feb 1982 | ADGAX vs ALTFX | |
| AB Income Fund | Intermediate Core-Plus Bond | 13 | -0.87% | — | Aug 1987 | ADGAX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 2 | -1.31% | — | Jul 1993 | ADGAX vs AWF | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 24 | 13.68% | — | Feb 1969 | ADGAX vs QUASX |
Often Compared With ADGAX
Investors most often compare ADGAX with AEF, NWAUX, FEQHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ADGAX with Any Fund or Stock
Compare ADGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADGAX with funds that move differently
AB Core Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADGAX.
Explore ADGAX Diversifiers