Alta Quality Growth Fund (AQLGX) belongs to the Quality Factor category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AQLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AQLGX
AQLGX charges 1.18% annually. There are 24 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | AQLGX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | AQLGX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | AQLGX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | AQLGX vs GQEFX | |
| GMO Quality Fund | 0.49% | — | Feb 2004 | AQLGX vs GQETX |
Best Risk-Adjusted Alternatives to AQLGX
Among 25 mutual funds in the Quality Factor category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 68 | — | Jun 2021 | AQLGX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 68 | — | Jun 2021 | AQLGX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | 58 | — | Jun 2021 | AQLGX vs GQHPX | |
| GMO Quality Fund | 53 | — | Feb 2004 | AQLGX vs GQETX | |
| GMO Quality Fund Class IV | 52 | — | Feb 2004 | AQLGX vs GQEFX |
Top Performing AQLGX Alternatives (YTD)
Among 25 mutual funds in the Quality Factor category with YTD return data, the top-performing alternatives shown here go as high as 15.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 15.34% | — | Apr 2007 | AQLGX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | AQLGX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | AQLGX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.44% | — | Jun 2021 | AQLGX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 10.50% | — | Jun 2021 | AQLGX vs GQJPX |
Lowest Volatility Alternatives to AQLGX
Among 25 mutual funds in the Quality Factor category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 9.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.47% | — | Mar 2019 | AQLGX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.50% | — | Mar 2019 | AQLGX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | AQLGX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | AQLGX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | AQLGX vs HAVGX |
Lowest Drawdown Alternatives to AQLGX
Among 25 mutual funds in the Quality Factor category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | AQLGX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | AQLGX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | AQLGX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | AQLGX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | AQLGX vs GQRPX |
Often Compared With AQLGX
Investors most often compare AQLGX with QQQ, PROVX, BPTRX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AQLGX with Any Fund or Stock
Compare AQLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AQLGX with funds that move differently
Alta Quality Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQLGX.
Explore AQLGX Diversifiers