AB Core Opportunities Fund (ADGAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ADGAX
ADGAX charges 1.09% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among ADGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | ADGAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | ADGAX vs SSSYX |
Best Risk-Adjusted Alternatives to ADGAX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | ADGAX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | ADGAX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | ADGAX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | ADGAX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | ADGAX vs DHAMX |
Top Performing ADGAX Alternatives (YTD)
ADGAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | ADGAX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | ADGAX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | ADGAX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | ADGAX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | ADGAX vs RCKSX |
Lowest Volatility Alternatives to ADGAX
ADGAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | ADGAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | ADGAX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | ADGAX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | ADGAX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | ADGAX vs QUERX |
Lowest Drawdown Alternatives to ADGAX
ADGAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | ADGAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | ADGAX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | ADGAX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | ADGAX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | ADGAX vs GQEIX |
Other Mutual Funds from AllianceBernstein
Most popular AllianceBernstein mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 15 | -12.84% | Oct 1, 1996 | ADGAX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 15 | -12.78% | Jan 10, 1996 | ADGAX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 15 | -12.76% | Jul 1, 2015 | ADGAX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | -12.87% | Sep 4, 1990 | ADGAX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 43 | -0.64% | Aug 31, 2010 | ADGAX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 81 | -1.79% | Feb 25, 1994 | ADGAX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 42 | -1.08% | Aug 28, 1987 | ADGAX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 18 | -7.77% | Feb 12, 1969 | ADGAX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 9 | -3.52% | Jul 28, 1993 | ADGAX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 6 | -10.89% | Feb 28, 1982 | ADGAX vs ALTFX |
Often Compared With ADGAX
What investors most often compare with ADGAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Aberdeen Emerging Markets Equity Income Fund, Inc. | 92 | 7.09% | — | ADGAX vs AEF | ||
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | ADGAX vs VITPX |
Compare ADGAX with Any Fund or Stock
Compare ADGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.