AB Growth Fund (AGRFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AGRFX
AGRFX charges 1.12% annually. There are 332 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AGRFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | AGRFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AGRFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | AGRFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | AGRFX vs TILIX |
Best Risk-Adjusted Alternatives to AGRFX
AGRFX has a PortfoliosLab risk / return rank of 16. There are 318 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | AGRFX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | AGRFX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | AGRFX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | AGRFX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | AGRFX vs POGRX |
Top Performing AGRFX Alternatives (YTD)
AGRFX is at 7.76% YTD. There are 266 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | AGRFX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | AGRFX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | AGRFX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | AGRFX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | AGRFX vs FOKFX |
Lowest Volatility Alternatives to AGRFX
AGRFX has 15.59% 1-year volatility. There are 196 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | AGRFX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | AGRFX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | AGRFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | AGRFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | AGRFX vs AWYIX |
Lowest Drawdown Alternatives to AGRFX
AGRFX has a 1-year max drawdown of -15.92%. There are 246 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | AGRFX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AGRFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AGRFX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | AGRFX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AGRFX vs AQEIX |
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 | 15 | 5.59% | — | Oct 1996 | AGRFX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 16 | 5.70% | — | Jan 1996 | AGRFX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 16 | 5.74% | — | Jul 2015 | AGRFX vs APGZX | |
| AB Municipal Income Shares | High Yield Muni | 69 | 2.13% | — | Aug 2010 | AGRFX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 73 | 2.07% | — | Feb 1994 | AGRFX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.63% | — | Aug 1987 | AGRFX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 30 | 19.60% | — | Feb 1969 | AGRFX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.70% | — | Jul 1993 | AGRFX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 8 | 5.73% | — | Feb 1982 | AGRFX vs ALTFX | |
| AB High Income Municipal Portfolio | High Yield Muni | 51 | 2.23% | — | Jan 2010 | AGRFX vs ABTYX |
Often Compared With AGRFX
Investors most often compare AGRFX with FXAIX, GSFTX, SPY. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare AGRFX with Any Fund or Stock
Compare AGRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AGRFX with funds that move differently
AB Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGRFX.
Explore AGRFX Diversifiers