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 409 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ONERX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ONERX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ONERX vs SWLGX | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | 0.05% | — | Apr 2019 | ONERX vs VSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ONERX vs VRGWX |
Best Risk-Adjusted Alternatives to ONERX
ONERX has a PortfoliosLab risk / return rank of 42. There are 75 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | ONERX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | ONERX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | ONERX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | ONERX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | ONERX vs FZAPX |
Top Performing ONERX Alternatives (YTD)
ONERX is at 35.36% 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 29.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 29.68% | — | Oct 2002 | ONERX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | ONERX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | ONERX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | ONERX vs GTLLX | |
| Fidelity SAI U.S. Momentum Index Fund | 22.70% | — | Feb 2017 | ONERX vs FUMIX |
Lowest Volatility Alternatives to ONERX
ONERX has 45.88% 1-year volatility. There are 418 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | ONERX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | ONERX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | ONERX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ONERX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | ONERX vs GQEPX |
Lowest Drawdown Alternatives to ONERX
ONERX has a 1-year max drawdown of -31.29%. There are 417 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