Essex Environmental Opportunities Fund (EEOFX) belongs to the Mid 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 EEOFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EEOFX
EEOFX charges 2.11% annually. There are 162 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | EEOFX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | EEOFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | EEOFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | EEOFX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | EEOFX vs VMFGX |
Best Risk-Adjusted Alternatives to EEOFX
EEOFX has a PortfoliosLab risk / return rank of 30. There are 30 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | EEOFX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | EEOFX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | EEOFX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | EEOFX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | EEOFX vs POAGX |
Top Performing EEOFX Alternatives (YTD)
EEOFX is at 14.49% YTD. There are 28 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | EEOFX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | EEOFX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | EEOFX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | EEOFX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | EEOFX vs WWNPX |
Lowest Volatility Alternatives to EEOFX
EEOFX has 25.04% 1-year volatility. There are 147 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | EEOFX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | EEOFX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | EEOFX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | EEOFX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | EEOFX vs SGFFX |
Lowest Drawdown Alternatives to EEOFX
EEOFX has a 1-year max drawdown of -13.49%. There are 68 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | EEOFX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | EEOFX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | EEOFX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | EEOFX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | EEOFX vs TAAGX |
Other Mutual Funds from Pear Tree Funds
The 5 most viewed Pear Tree Funds mutual funds shown here include USBNX, USBOX, QUSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 56 | 17.19% | — | Aug 1992 | EEOFX vs USBNX | |
| Pear Tree Quality Fund | Large Cap Blend Equities | 28 | 6.52% | — | May 1985 | EEOFX vs USBOX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | Foreign Small & Mid Cap Equities | 8 | 3.50% | — | Apr 2008 | EEOFX vs QUSIX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 35 | 15.41% | — | Jan 2019 | EEOFX vs QISIX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 77 | 16.71% | — | May 1998 | EEOFX vs QFVOX |
Often Compared With EEOFX
Investors most often compare EEOFX with ERBIX, AMCGX, VLEQX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EEOFX with Any Fund or Stock
Compare EEOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EEOFX with funds that move differently
Essex Environmental Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EEOFX.
Explore EEOFX Diversifiers