Fiera Capital U.S. Equity Long-Term Quality Fund (FCUEX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FCUEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCUEX
FCUEX charges 1.00% annually. There are 312 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FCUEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FCUEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FCUEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FCUEX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | FCUEX vs VSMPX |
Best Risk-Adjusted Alternatives to FCUEX
FCUEX has a PortfoliosLab risk / return rank of 8. There are 377 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | FCUEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | FCUEX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FCUEX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | FCUEX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | FCUEX vs GTLOX |
Top Performing FCUEX Alternatives (YTD)
FCUEX is at 1.68% YTD. There are 385 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | FCUEX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | FCUEX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | FCUEX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | FCUEX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | FCUEX vs RESGX |
Lowest Volatility Alternatives to FCUEX
FCUEX has 11.52% 1-year volatility. There are 56 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | FCUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FCUEX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | FCUEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | FCUEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | FCUEX vs JEPIX |
Lowest Drawdown Alternatives to FCUEX
FCUEX has a 1-year max drawdown of -11.33%. There are 336 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FCUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FCUEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FCUEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FCUEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FCUEX vs QUERX |
Other Mutual Funds from Fiera Capital
The 3 most viewed Fiera Capital mutual funds shown here include FCIRX, APSGX, FCGEX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fiera Capital International Equity Fund | Foreign Large Cap Equities | 8 | 4.82% | — | Sep 2017 | FCUEX vs FCIRX | |
| Fiera Capital Small/Mid-Cap Growth Fund | Mid Cap Growth Equities | 17 | 5.91% | — | Jun 2012 | FCUEX vs APSGX | |
| Fiera Capital Global Equity Fund | Global Equities | 27 | 5.84% | — | Apr 2017 | FCUEX vs FCGEX |
Often Compared With FCUEX
Investors most often compare FCUEX with VTSAX, FEQHX, DHAMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FCUEX with Any Fund or Stock
Compare FCUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCUEX with funds that move differently
Fiera Capital U.S. Equity Long-Term Quality Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCUEX.
Explore FCUEX Diversifiers