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 278 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | GXXIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | GXXIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | GXXIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | GXXIX vs VRGWX |
Best Risk-Adjusted Alternatives to GXXIX
GXXIX has a PortfoliosLab risk / return rank of 11. There are 317 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | GXXIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | GXXIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | GXXIX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | GXXIX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | GXXIX vs FCGSX |
Top Performing GXXIX Alternatives (YTD)
GXXIX is at 4.85% YTD. There are 290 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | GXXIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | GXXIX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | GXXIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | GXXIX vs FUMIX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | GXXIX vs CHAIX |
Lowest Volatility Alternatives to GXXIX
GXXIX has 12.59% 1-year volatility. There are 16 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | GXXIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | GXXIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | GXXIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | GXXIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | GXXIX vs GQEPX |
Lowest Drawdown Alternatives to GXXIX
GXXIX has a 1-year max drawdown of -11.78%. There are 92 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 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 37 | 11.28% | — | Jul 2020 | GXXIX vs ASGI | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 91 | 40.12% | — | Nov 2009 | GXXIX vs STK | |
| Abrdn Healthcare Opportunities Fund | Health & Biotech Equities | 19 | 3.92% | — | Jul 2014 | GXXIX vs THQ | |
| abrdn Ultra Short Municipal Income Fund | Municipal Bonds | 99 | 1.23% | — | Dec 2002 | GXXIX vs ATOIX | |
| abrdn Realty Income & Growth Fund | REIT | 69 | 18.79% | — | Dec 1998 | GXXIX vs AIGYX | |
| abrdn Asia-Pacific Income Fund Inc | Emerging Markets Bonds | 5 | 1.14% | — | Jan 1990 | GXXIX vs FAX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 89 | 38.06% | — | Aug 2000 | GXXIX vs GLLSX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 85 | 10.76% | — | Jun 2015 | GXXIX vs THW | |
| abrdn Dynamic Dividend Fund | Global Equities | 68 | 11.10% | — | Sep 2003 | GXXIX vs ADVDX | |
| abrdn China A Share Equity Fund | China Equities, Asia Pacific Equities | — | — | — | Jun 2004 | GXXIX vs GOPIX |
Often Compared With GXXIX
Investors most often compare GXXIX with PROVX, FDTEX, JLGRX. These 20 comparison targets span 3 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