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 338 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 | BLUEX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BLUEX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BLUEX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BLUEX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BLUEX vs VIGAX |
Best Risk-Adjusted Alternatives to BLUEX
BLUEX has a PortfoliosLab risk / return rank of 1. There are 416 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | BLUEX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | BLUEX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | BLUEX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | BLUEX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | BLUEX vs FOCPX |
Top Performing BLUEX Alternatives (YTD)
BLUEX is at -8.03% YTD. There are 406 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | BLUEX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | BLUEX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | BLUEX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | BLUEX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | BLUEX vs POGRX |
Lowest Volatility Alternatives to BLUEX
BLUEX has 10.46% 1-year volatility. There are 5 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | BLUEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | BLUEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | BLUEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | BLUEX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | BLUEX vs GQEPX |
Lowest Drawdown Alternatives to BLUEX
BLUEX has a 1-year max drawdown of -12.19%. There are 105 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 | BLUEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BLUEX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BLUEX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BLUEX vs MRFOX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 8 | 14.69% | — | Jul 1992 | BLUEX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 14 | 23.48% | — | May 1997 | BLUEX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.16% | — | Apr 1993 | BLUEX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | BLUEX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 2.31% | — | Mar 2007 | BLUEX vs ARSMX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.38% | — | Mar 2005 | BLUEX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.07% | — | Jun 2005 | BLUEX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.74% | — | Aug 1992 | BLUEX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 42 | 24.85% | — | Apr 1987 | BLUEX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 71 | 15.33% | — | 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.
Compare BLUEX with Any Fund or Stock
Compare BLUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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