AMG River Road Large Cap Value Select Fund (MEQFX) 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 MEQFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEQFX
MEQFX charges 0.64% annually. There are 176 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% | — | — | MEQFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MEQFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MEQFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MEQFX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | MEQFX vs SSEYX |
Best Risk-Adjusted Alternatives to MEQFX
MEQFX has a PortfoliosLab risk / return rank of 1. There are 395 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 | MEQFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | MEQFX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | MEQFX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | MEQFX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | MEQFX vs RESGX |
Top Performing MEQFX Alternatives (YTD)
MEQFX is at -4.07% YTD. There are 391 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 | MEQFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | MEQFX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | MEQFX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | MEQFX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | MEQFX vs ALSMX |
Lowest Volatility Alternatives to MEQFX
MEQFX has 17.03% 1-year volatility. There are 382 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MEQFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MEQFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MEQFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | MEQFX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | MEQFX vs FSUVX |
Lowest Drawdown Alternatives to MEQFX
MEQFX has a 1-year max drawdown of -17.43%. There are 392 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 | MEQFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MEQFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MEQFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MEQFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MEQFX vs QUERX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 7 | 12.66% | — | Jul 1992 | MEQFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 12 | 19.89% | — | May 1997 | MEQFX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 16 | 0.06% | — | Apr 1993 | MEQFX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 15 | 18.36% | — | Jan 2017 | MEQFX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 4 | 3.04% | — | Mar 2007 | MEQFX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -7.33% | — | Jan 1991 | MEQFX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.59% | — | Mar 2005 | MEQFX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | 3.63% | — | Jun 2005 | MEQFX vs ARSVX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 39 | 24.41% | — | Apr 1987 | MEQFX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 11.79% | — | Dec 1985 | MEQFX vs BRWIX |
Often Compared With MEQFX
Investors most often compare MEQFX with GWMEX, MSSCX, YASLX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare MEQFX with Any Fund or Stock
Compare MEQFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEQFX with funds that move differently
AMG River Road Large Cap Value Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEQFX.
Explore MEQFX Diversifiers