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 65 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% | 5.10B | Dec 2017 | AULDX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | AULDX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | AULDX vs VIGAX |
Best Risk-Adjusted Alternatives to AULDX
AULDX has a PortfoliosLab risk / return rank of 24. There are 230 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | AULDX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | AULDX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | AULDX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | AULDX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | AULDX vs POGRX |
Top Performing AULDX Alternatives (YTD)
AULDX is at 8.07% YTD. There are 213 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | AULDX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | AULDX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | AULDX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | AULDX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | AULDX vs FOCPX |
Lowest Volatility Alternatives to AULDX
AULDX has 16.38% 1-year volatility. There are 281 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | AULDX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | AULDX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | AULDX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | AULDX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | AULDX vs AWYIX |
Lowest Drawdown Alternatives to AULDX
AULDX has a 1-year max drawdown of -15.60%. There are 234 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | AULDX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AULDX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AULDX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | AULDX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AULDX vs AQEIX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 5 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 22 | 7.91% | 26.59B | Nov 1981 | AULDX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 24 | 6.85% | 14.71B | Jun 1971 | AULDX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 23 | -0.94% | 1.76B | Aug 1988 | AULDX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 29 | 7.27% | 2.12B | May 2006 | AULDX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 30 | 7.41% | 6.39B | Jun 1971 | AULDX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.58% | 5.37B | Nov 1987 | AULDX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 66 | 2.00% | 1.62B | Dec 1986 | AULDX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 39 | 6.14% | 6.45B | Aug 1994 | AULDX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 75 | 11.65% | 1.99B | Dec 1990 | AULDX vs BIGRX | |
| American Century Equity Income Fund Class I | Large Cap Value Equities | 40 | 6.29% | — | Jul 1998 | AULDX vs ACIIX |
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