American Century Ultra Fund Class R6 (AULDX) 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 AULDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AULDX
AULDX charges 0.52% annually. There are 63 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 | AULDX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AULDX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | AULDX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AULDX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | AULDX vs VIGAX |
Best Risk-Adjusted Alternatives to AULDX
AULDX has a PortfoliosLab risk / return rank of 14. There are 248 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | AULDX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | AULDX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | AULDX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | AULDX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | AULDX vs CHASX |
Top Performing AULDX Alternatives (YTD)
AULDX is at 1.71% YTD. There are 284 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | AULDX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | AULDX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | AULDX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | AULDX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | AULDX vs FUMIX |
Lowest Volatility Alternatives to AULDX
AULDX has 17.33% 1-year volatility. There are 260 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | AULDX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | AULDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | AULDX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | AULDX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | AULDX vs BLUEX |
Lowest Drawdown Alternatives to AULDX
AULDX has a 1-year max drawdown of -15.60%. There are 231 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AULDX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AULDX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AULDX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AULDX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AULDX vs DNVYX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
Often Compared With AULDX
Investors most often compare AULDX with FXAIX, PROVX, CISIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AULDX with Any Fund or Stock
Compare AULDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AULDX with funds that move differently
American Century Ultra Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AULDX.
Explore AULDX Diversifiers