Integrity ESG Growth & Income Fund (IGIAX) 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 IGIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IGIAX
IGIAX charges 1.24% annually. There are 357 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 | IGIAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | IGIAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | IGIAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | IGIAX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | IGIAX vs BKTSX |
Best Risk-Adjusted Alternatives to IGIAX
IGIAX has a PortfoliosLab risk / return rank of 87. There are 5 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | IGIAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | IGIAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | IGIAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | IGIAX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | IGIAX vs RESGX |
Top Performing IGIAX Alternatives (YTD)
IGIAX is at 24.37% YTD. There are 3 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | IGIAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | IGIAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | IGIAX vs POSKX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | IGIAX vs ALSMX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.00% | — | Dec 2015 | IGIAX vs RESGX |
Lowest Volatility Alternatives to IGIAX
IGIAX has 16.04% 1-year volatility. There are 373 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | IGIAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | IGIAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | IGIAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | IGIAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | IGIAX vs FSUVX |
Lowest Drawdown Alternatives to IGIAX
IGIAX has a 1-year max drawdown of -6.89%. There are 9 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 | IGIAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | IGIAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | IGIAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | IGIAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | IGIAX vs QUERX |
Other Mutual Funds from IntegrityVikingFunds
The 9 most viewed IntegrityVikingFunds mutual funds shown here include IDIVX, OKMUX, IHFAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 94 | 16.27% | — | May 2012 | IGIAX vs IDIVX | |
| Oklahoma Municipal Fund | Municipal Bonds | 77 | 1.52% | — | Sep 1996 | IGIAX vs OKMUX | |
| Integrity High Income Fund | High Yield Bonds | 75 | 1.10% | — | Apr 2004 | IGIAX vs IHFAX | |
| Viking Tax-Free Fund for North Dakota | Municipal Bonds | 85 | 1.97% | — | Aug 1999 | IGIAX vs VNDFX | |
| Kansas Municipal Fund | Municipal Bonds | 84 | 2.32% | — | Nov 1990 | IGIAX vs KSMUX | |
| Viking Tax-Free Fund For Montana | Municipal Bonds | 88 | 1.75% | — | Aug 1999 | IGIAX vs VMTTX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 79 | 25.84% | — | Apr 1999 | IGIAX vs ICPAX | |
| Nebraska Municipal Fund | Municipal Bonds | 88 | 2.08% | — | Nov 1993 | IGIAX vs NEMUX | |
| Maine Municipal Fund | Municipal Bonds | 76 | 1.14% | — | Dec 1991 | IGIAX vs MEMUX |
Often Compared With IGIAX
Investors most often compare IGIAX with SMGIX, IIPR, FDFIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IGIAX with Any Fund or Stock
Compare IGIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IGIAX with funds that move differently
Integrity ESG Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IGIAX.
Explore IGIAX Diversifiers