Fort Pitt Capital Total Return Fund (FPCGX) 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 FPCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FPCGX
FPCGX charges 1.00% annually. There are 305 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | FPCGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FPCGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FPCGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FPCGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | FPCGX vs SSSYX |
Best Risk-Adjusted Alternatives to FPCGX
FPCGX has a PortfoliosLab risk / return rank of 40. There are 292 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | FPCGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | FPCGX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | FPCGX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | FPCGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | FPCGX vs GTLOX |
Top Performing FPCGX Alternatives (YTD)
FPCGX is at 8.29% YTD. There are 282 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | FPCGX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | FPCGX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | FPCGX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | FPCGX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | FPCGX vs IGIAX |
Lowest Volatility Alternatives to FPCGX
FPCGX has 16.59% 1-year volatility. There are 382 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | FPCGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | FPCGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | FPCGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | FPCGX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | FPCGX vs FULVX |
Lowest Drawdown Alternatives to FPCGX
FPCGX has a 1-year max drawdown of -13.37%. There are 369 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | FPCGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FPCGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FPCGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FPCGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FPCGX vs QUERX |
Often Compared With FPCGX
Investors most often compare FPCGX with FSELX, BRK-B, PAGDX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FPCGX with Any Fund or Stock
Compare FPCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FPCGX with funds that move differently
Fort Pitt Capital Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FPCGX.
Explore FPCGX Diversifiers