Alta Quality Growth Fund (AQLGX) 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 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 344 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 | AQLGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | AQLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AQLGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AQLGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | AQLGX vs VIGAX |
Best Risk-Adjusted Alternatives to AQLGX
Among 419 mutual funds in the Large Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | AQLGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | AQLGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | AQLGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | AQLGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | AQLGX vs FOCPX |
Top Performing AQLGX Alternatives (YTD)
Among 419 mutual funds in the Large Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | AQLGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | AQLGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | AQLGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | AQLGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | AQLGX vs POGRX |
Lowest Volatility Alternatives to AQLGX
Among 419 mutual funds in the Large Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | AQLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | AQLGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | AQLGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | AQLGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | AQLGX vs GQEPX |
Lowest Drawdown Alternatives to AQLGX
Among 419 mutual funds in the Large Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AQLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AQLGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AQLGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AQLGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AQLGX vs DNVYX |
Often Compared With AQLGX
Investors most often compare AQLGX with QQQ, BPTRX, AMRGX. These 20 comparison targets span 7 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