One Rock Fund (ONERX) 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 ONERX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ONERX
ONERX charges 1.75% annually. There are 406 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 | ONERX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ONERX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | ONERX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ONERX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ONERX vs TILIX |
Best Risk-Adjusted Alternatives to ONERX
ONERX has a PortfoliosLab risk / return rank of 89. There is 1 mutual fund in the Large Cap Growth Equities category with a higher risk-adjusted rank, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | ONERX vs VPMCX | |
| Chase Growth Fund | 89 | — | Dec 1997 | ONERX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | ONERX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | ONERX vs FOCKX | |
| Fidelity OTC Portfolio | 87 | — | Dec 1984 | ONERX vs FOCPX |
Top Performing ONERX Alternatives (YTD)
ONERX is at 61.33% YTD. No mutual funds in the Large Cap Growth Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 28.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.44% | — | Oct 2002 | ONERX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | ONERX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | ONERX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | ONERX vs FUMIX | |
| Rydex S&P 500 Pure Growth Fund | 26.94% | — | Feb 2004 | ONERX vs RYGRX |
Lowest Volatility Alternatives to ONERX
ONERX has 40.54% 1-year volatility. There are 415 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | ONERX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | ONERX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | ONERX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | ONERX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | ONERX vs GQEPX |
Lowest Drawdown Alternatives to ONERX
ONERX has a 1-year max drawdown of -17.63%. There are 325 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 | ONERX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ONERX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ONERX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ONERX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ONERX vs DNVYX |
Often Compared With ONERX
Investors most often compare ONERX with BISAX, FSMDX, KMKAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ONERX with Any Fund or Stock
Compare ONERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ONERX with funds that move differently
One Rock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ONERX.
Explore ONERX Diversifiers