Essex Environmental Opportunities Fund (EEOFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EEOFX
EEOFX charges 2.11% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among EEOFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | EEOFX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | EEOFX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | EEOFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | EEOFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | EEOFX vs VMGMX |
Best Risk-Adjusted Alternatives to EEOFX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | EEOFX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | EEOFX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | EEOFX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | EEOFX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | EEOFX vs BFGIX |
Top Performing EEOFX Alternatives (YTD)
EEOFX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | EEOFX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | EEOFX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | EEOFX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | EEOFX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | EEOFX vs NEEGX |
Lowest Volatility Alternatives to EEOFX
EEOFX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | EEOFX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | EEOFX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | EEOFX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | EEOFX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | EEOFX vs VSNGX |
Lowest Drawdown Alternatives to EEOFX
EEOFX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | EEOFX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | EEOFX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | EEOFX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | EEOFX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | EEOFX vs VLEQX |
Other Mutual Funds from Pear Tree Funds
Most popular Pear Tree Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pear Tree Quality Fund | Large Cap Blend Equities | 14 | -9.51% | May 6, 1985 | EEOFX vs USBOX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | Foreign Small & Mid Cap Equities | 44 | -3.72% | Apr 30, 2008 | EEOFX vs QUSIX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 89 | 4.28% | May 14, 1998 | EEOFX vs QFVOX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | EEOFX vs USBNX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 25 | -2.49% | Jan 28, 2019 | EEOFX vs QISIX |
Often Compared With EEOFX
What investors most often compare with EEOFX, 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.