Alta Quality Growth Fund (AQLGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AQLGX
AQLGX charges 1.18% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among AQLGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | AQLGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | AQLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | AQLGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | AQLGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | AQLGX vs TILIX |
Best Risk-Adjusted Alternatives to AQLGX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | AQLGX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | AQLGX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | AQLGX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | AQLGX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | AQLGX vs VTMGX |
Top Performing AQLGX Alternatives (YTD)
AQLGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | AQLGX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | AQLGX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | AQLGX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | AQLGX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | AQLGX vs AMRGX |
Lowest Volatility Alternatives to AQLGX
AQLGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | AQLGX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | AQLGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | AQLGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | AQLGX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | AQLGX vs PROVX |
Lowest Drawdown Alternatives to AQLGX
AQLGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | AQLGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | AQLGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | AQLGX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | AQLGX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | AQLGX vs BBLIX |
Often Compared With AQLGX
What investors most often compare with AQLGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | AQLGX vs QQQ | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | AQLGX vs RYGRX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | AQLGX vs ANFFX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | AQLGX vs GXXIX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | AQLGX vs IOLZX |
Compare AQLGX with Any Fund or Stock
Compare AQLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.