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 413 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ONERX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ONERX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ONERX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | ONERX vs TILIX |
Best Risk-Adjusted Alternatives to ONERX
ONERX has a PortfoliosLab risk / return rank of 88. There are 10 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | ONERX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ONERX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ONERX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ONERX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ONERX vs POGRX |
Top Performing ONERX Alternatives (YTD)
ONERX is at 66.81% 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 32.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ONERX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | ONERX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | ONERX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | ONERX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 27.65% | — | May 2008 | ONERX vs FOCKX |
Lowest Volatility Alternatives to ONERX
ONERX has 37.90% 1-year volatility. There are 422 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ONERX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ONERX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | ONERX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ONERX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ONERX vs AWYIX |
Lowest Drawdown Alternatives to ONERX
ONERX has a 1-year max drawdown of -17.63%. There are 331 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ONERX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ONERX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ONERX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ONERX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ONERX vs AQEIX |
Often Compared With ONERX
Investors most often compare ONERX with BISAX, FSMDX, KMKAX. These 20 comparison targets span 5 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