abrdn U.S. Sustainable Leaders Fund (GXXIX) belongs to the Large 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 GXXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GXXIX
GXXIX charges 0.97% annually. There are 279 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | GXXIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | GXXIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | GXXIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | GXXIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | GXXIX vs VIGAX |
Best Risk-Adjusted Alternatives to GXXIX
GXXIX has a PortfoliosLab risk / return rank of 12. There are 325 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | GXXIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | GXXIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | GXXIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | GXXIX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | GXXIX vs VHCAX |
Top Performing GXXIX Alternatives (YTD)
GXXIX is at 4.78% YTD. There are 290 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | GXXIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | GXXIX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | GXXIX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | GXXIX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | GXXIX vs CTCAX |
Lowest Volatility Alternatives to GXXIX
GXXIX has 12.57% 1-year volatility. There are 17 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | GXXIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | GXXIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | GXXIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | GXXIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | GXXIX vs BLUEX |
Lowest Drawdown Alternatives to GXXIX
GXXIX has a 1-year max drawdown of -11.78%. There are 93 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | GXXIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | GXXIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | GXXIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | GXXIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | GXXIX vs DNVYX |
Other Mutual Funds from Aberdeen
The 10 most viewed Aberdeen mutual funds shown here include ASGI, STK, THQ and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 23 | 5.31% | — | Jul 2020 | GXXIX vs ASGI | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 95 | 50.97% | — | Nov 2009 | GXXIX vs STK | |
| Abrdn Healthcare Opportunities Fund | Health & Biotech Equities | 13 | 3.64% | — | Jul 2014 | GXXIX vs THQ | |
| abrdn Ultra Short Municipal Income Fund | Municipal Bonds | 99 | 1.01% | — | Dec 2002 | GXXIX vs ATOIX | |
| abrdn Asia-Pacific Income Fund Inc | Emerging Markets Bonds | 5 | -0.28% | — | Jan 1990 | GXXIX vs FAX | |
| abrdn Realty Income & Growth Fund | REIT | 33 | 14.59% | — | Dec 1998 | GXXIX vs AIGYX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 94 | 48.13% | — | Aug 2000 | GXXIX vs GLLSX | |
| abrdn Dynamic Dividend Fund | Global Equities | 71 | 11.53% | — | Sep 2003 | GXXIX vs ADVDX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 61 | 4.83% | — | Jun 2015 | GXXIX vs THW | |
| abrdn China A Share Equity Fund | China Equities | — | — | — | Jun 2004 | GXXIX vs GOPIX |
Often Compared With GXXIX
Investors most often compare GXXIX with PROVX, FDTEX, JLGRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GXXIX with Any Fund or Stock
Compare GXXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GXXIX with funds that move differently
abrdn U.S. Sustainable Leaders Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GXXIX.
Explore GXXIX Diversifiers