Summitry Equity Fund (GGEFX) 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 GGEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GGEFX
GGEFX charges 1.25% annually. There are 359 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% | — | — | GGEFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GGEFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GGEFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GGEFX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | GGEFX vs VITPX |
Best Risk-Adjusted Alternatives to GGEFX
GGEFX has a PortfoliosLab risk / return rank of 7. There are 380 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 | GGEFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | GGEFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | GGEFX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | GGEFX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | GGEFX vs POGSX |
Top Performing GGEFX Alternatives (YTD)
GGEFX is at 1.44% YTD. There are 383 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | GGEFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | GGEFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | GGEFX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | GGEFX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | GGEFX vs RESGX |
Lowest Volatility Alternatives to GGEFX
GGEFX has 14.89% 1-year volatility. There are 358 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 | GGEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | GGEFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | GGEFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | GGEFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | GGEFX vs JEPIX |
Lowest Drawdown Alternatives to GGEFX
GGEFX has a 1-year max drawdown of -13.97%. There are 379 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 | GGEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GGEFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GGEFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GGEFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GGEFX vs QUERX |
Often Compared With GGEFX
Investors most often compare GGEFX with SWPPX, POSKX, VIIIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare GGEFX with Any Fund or Stock
Compare GGEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GGEFX with funds that move differently
Summitry Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GGEFX.
Explore GGEFX Diversifiers