BLUEX Alternatives & Similar Mutual Funds

AMG Veritas Global Real Return Fund (BLUEX) 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 BLUEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BLUEX

BLUEX charges 1.15% annually. There are 337 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	BLUEX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.94B	Dec 2017	BLUEX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	BLUEX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	BLUEX vs VIGIX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	BLUEX vs TILIX

Best Risk-Adjusted Alternatives to BLUEX

BLUEX has a PortfoliosLab risk / return rank of 1. There are 413 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	91	92.00B	Nov 1984	BLUEX vs VPMCX
CHAIX	Chase Growth Fund Institutional Class	90	—	Jan 2007	BLUEX vs CHAIX
CHASX	Chase Growth Fund	89	—	Dec 1997	BLUEX vs CHASX
ONERX	One Rock Fund	89	—	Mar 2020	BLUEX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	—	Nov 2013	BLUEX vs FCGSX

Top Performing BLUEX Alternatives (YTD)

BLUEX is at -4.39% YTD. There are 408 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	BLUEX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	29.02%	—	Feb 2004	BLUEX vs RYGRX
IOLZX	ICON Equity Fund	28.44%	—	Oct 2002	BLUEX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	27.33%	—	Feb 2017	BLUEX vs FUMIX
CHASX	Chase Growth Fund	26.84%	—	Dec 1997	BLUEX vs CHASX

Lowest Volatility Alternatives to BLUEX

BLUEX has 10.76% 1-year volatility. There are 5 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.86%	—	Sep 2019	BLUEX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.73%	—	Jan 2005	BLUEX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.02%	—	Dec 2015	BLUEX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	BLUEX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.65%	—	Sep 2018	BLUEX vs GQEPX

Lowest Drawdown Alternatives to BLUEX

BLUEX has a 1-year max drawdown of -12.19%. There are 104 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	BLUEX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	BLUEX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	BLUEX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	BLUEX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	BLUEX vs DNVYX

Other Mutual Funds from AMG

The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
YACKX	AMG Yacktman Fund	Large Cap Value Equities	86	15.35%	—	Jul 1992	BLUEX vs YACKX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	86	22.70%	—	May 1997	BLUEX vs YAFFX
MBDFX	AMG GW&K Core Bond ESG Fund	Intermediate Core Bond	15	-0.29%	—	Apr 1993	BLUEX vs MBDFX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	BLUEX vs YFSIX
ARSMX	AMG River Road Small-Mid Cap Value Fund	Small Cap Value Equities	5	7.66%	—	Mar 2007	BLUEX vs ARSMX
ARSVX	AMG River Road Small Cap Value Fund	Small Cap Value Equities	2	8.16%	—	Jun 2005	BLUEX vs ARSVX
TMDIX	AMG TimesSquare Mid Cap Growth Fund	Mid Cap Growth Equities	3	7.57%	—	Mar 2005	BLUEX vs TMDIX
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	1	-1.58%	—	Aug 1992	BLUEX vs MEQFX
SKSEX	AMG GW&K Small Cap Value Fund	Small Cap Blend Equities	30	23.48%	—	Apr 1987	BLUEX vs SKSEX
BRWIX	AMG Boston Common Global Impact Fund	Large Cap Growth Equities	54	13.04%	—	Dec 1985	BLUEX vs BRWIX

Often Compared With BLUEX

Investors most often compare BLUEX with SPY, ITHAX, PRGFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	BLUEX vs SPY
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	34	8.89%	—	Jul 1996	BLUEX vs ITHAX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	13	3.71%	—	Apr 1950	BLUEX vs PRGFX
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	48	13.43%	—	Sep 2003	BLUEX vs FNCMX
FGCKX	Fidelity Growth Company K	Large Cap Growth Equities	71	22.64%	—	May 2008	BLUEX vs FGCKX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	81	15.83%	—	Jan 1990	BLUEX vs ADX
SEQUX	Sequoia Fund	Large Cap Growth Equities	5	1.11%	—	Jul 1970	BLUEX vs SEQUX
STNFX	Allspring Large Cap Growth Fund	Large Cap Growth Equities	9	4.37%	—	Jul 2010	BLUEX vs STNFX
FBCGX	Fidelity Blue Chip Growth K6 Fund	Large Cap Growth Equities	55	15.78%	—	May 2017	BLUEX vs FBCGX
FGRAX	Franklin Growth Opportunities Fund Class A	Large Cap Growth Equities	14	9.76%	—	Jun 1999	BLUEX vs FGRAX
RMBHX	RMB Fund	Large Cap Growth Equities	27	7.14%	—	Jun 1975	BLUEX vs RMBHX
RWGIX	Wedgewood Fund	Large Cap Growth Equities	10	5.09%	—	Sep 2010	BLUEX vs RWGIX
RBCGX	Reynolds Blue Chip Growth Fund	Large Cap Growth Equities	8	3.32%	—	Aug 1988	BLUEX vs RBCGX
USNQX	USAA Nasdaq 100 Index Fund	Nasdaq-100, Large Cap Growth Equities	57	18.28%	—	Oct 2000	BLUEX vs USNQX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	88	26.07%	—	Dec 1984	BLUEX vs FOCPX
QCGRIX	CREF Growth Account Class R3	Large Cap Growth Equities	19	7.09%	—	Apr 2015	BLUEX vs QCGRIX
FIFOX	Fidelity Advisor Founders Fund Class A	Large Cap Growth Equities	22	7.93%	—	Feb 2019	BLUEX vs FIFOX
ETTGX	Eaton Vance Tax Managed Growth 1.1 Fund	Large Cap Growth Equities	41	9.56%	—	Mar 1996	BLUEX vs ETTGX
NEFSX	Natixis Funds Trust I U.S. Equity Opportunities Fu...	Large Cap Growth Equities	13	1.03%	—	Jul 1994	BLUEX vs NEFSX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	BLUEX vs ANWPX

Compare BLUEX with Any Fund or Stock

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

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Diversifiers

Pair BLUEX with funds that move differently

AMG Veritas Global Real Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BLUEX.

Explore BLUEX Diversifiers

AMG Veritas Global Real Return Fund (BLUEX) Alternatives