Provident Trust Strategy Fund (PROVX) 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 PROVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PROVX
PROVX charges 0.93% annually. There are 257 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 | PROVX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PROVX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PROVX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PROVX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | PROVX vs VIGAX |
Best Risk-Adjusted Alternatives to PROVX
PROVX has a PortfoliosLab risk / return rank of 33. There are 131 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | PROVX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | PROVX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | PROVX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | PROVX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | PROVX vs FOCPX |
Top Performing PROVX Alternatives (YTD)
PROVX is at 1.80% YTD. There are 329 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | PROVX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | PROVX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | PROVX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | PROVX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | PROVX vs POGRX |
Lowest Volatility Alternatives to PROVX
PROVX has 12.49% 1-year volatility. There are 15 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | PROVX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | PROVX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | PROVX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | PROVX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | PROVX vs GQEPX |
Lowest Drawdown Alternatives to PROVX
PROVX has a 1-year max drawdown of -12.54%. There are 126 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 | PROVX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PROVX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PROVX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PROVX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PROVX vs DNVYX |
Often Compared With PROVX
Investors most often compare PROVX with GXXIX, ANFFX, BPTRX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PROVX with Any Fund or Stock
Compare PROVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PROVX with funds that move differently
Provident Trust Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PROVX.
Explore PROVX Diversifiers