AQLGX Alternatives & Similar Mutual Funds

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 350 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	AQLGX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	5.10B	Dec 2017	AQLGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	AQLGX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	365.00B	May 1998	AQLGX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	—	Oct 2002	AQLGX vs TILIX

Best Risk-Adjusted Alternatives to AQLGX

Among 425 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 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
EFCNX	Emerald Insights Fund	99	—	Aug 2014	AQLGX vs EFCNX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	94	82.00B	Nov 1984	AQLGX vs VPMCX
FOCKX	Fidelity OTC Portfolio Class K	93	—	May 2008	AQLGX vs FOCKX
FOCPX	Fidelity OTC Portfolio	93	—	Dec 1984	AQLGX vs FOCPX
POGRX	PrimeCap Odyssey Growth Fund	93	—	Nov 2004	AQLGX vs POGRX

Top Performing AQLGX Alternatives (YTD)

Among 425 mutual funds in the Large Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 66.81%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	66.81%	—	Mar 2020	AQLGX vs ONERX
CTCAX	Columbia Global Technology Growth Fund Class A	32.06%	—	Nov 2000	AQLGX vs CTCAX
RYGRX	Rydex S&P 500 Pure Growth Fund	30.14%	—	Feb 2004	AQLGX vs RYGRX
IOLZX	ICON Equity Fund	28.15%	—	Oct 2002	AQLGX vs IOLZX
FOKFX	Fidelity OTC K6 Portfolio	28.00%	—	Jun 2019	AQLGX vs FOKFX

Lowest Volatility Alternatives to AQLGX

Among 425 mutual funds in the Large Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 7.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.86%	—	Sep 2019	AQLGX vs BBLIX
EFCNX	Emerald Insights Fund	9.27%	—	Aug 2014	AQLGX vs EFCNX
MEIFX	Meridian Enhanced Equity Fund	9.35%	—	Jan 2005	AQLGX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.77%	—	Dec 2015	AQLGX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	9.88%	—	Apr 2010	AQLGX vs AWYIX

Lowest Drawdown Alternatives to AQLGX

Among 425 mutual funds in the Large Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
EFCNX	Emerald Insights Fund	-2.90%	—	Aug 2014	AQLGX vs EFCNX
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	AQLGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	AQLGX vs MEIFX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-6.77%	—	Sep 2018	AQLGX vs GQEPX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	AQLGX vs AQEIX

Often Compared With AQLGX

Investors most often compare AQLGX with QQQ, BPTRX, AMRGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	AQLGX vs QQQ
BPTRX	Baron Partners Fund	Large Cap Growth Equities	35	-0.19%	—	Apr 2003	AQLGX vs BPTRX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	38	18.37%	—	Jul 1958	AQLGX vs AMRGX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	91	23.92%	—	Nov 2013	AQLGX vs FCGSX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	24	1.91%	—	Dec 1986	AQLGX vs PROVX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-6.58%	—	Jan 1991	AQLGX vs BLUEX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	73	13.47%	—	Jan 1990	AQLGX vs ADX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	77	12.11%	—	Jun 2012	AQLGX vs TVRIX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	15	6.73%	—	Jun 2000	AQLGX vs GXXIX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Large Cap Growth Equities, Foreign Large Cap Equities	52	15.89%	304.30B	Aug 1999	AQLGX vs VTMGX
CHASX	Chase Growth Fund	Large Cap Growth Equities	90	26.84%	—	Dec 1997	AQLGX vs CHASX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	88	22.86%	—	Mar 2001	AQLGX vs ANFFX
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	71	11.82%	—	Jan 2007	AQLGX vs QQQX
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	86	15.87%	—	Aug 2013	AQLGX vs FZAPX
FDSSX	Fidelity Stock Selector All Cap Fund	Large Cap Growth Equities	87	15.83%	—	Sep 1990	AQLGX vs FDSSX
FBRNX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	86	15.81%	—	Oct 2012	AQLGX vs FBRNX
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	17	3.44%	—	Sep 1994	AQLGX vs SLCGX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	34	10.82%	365.00B	Nov 2000	AQLGX vs VIGAX
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	37	10.89%	—	Dec 2005	AQLGX vs CIHIX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	84	24.68%	—	Jun 2019	AQLGX vs FGKFX

Compare AQLGX with Any Fund or Stock

Compare AQLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Alta Quality Growth Fund (AQLGX) Alternatives