PROVX Alternatives & Similar Mutual Funds

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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	PROVX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	PROVX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.90B	Dec 2017	PROVX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	PROVX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	—	Oct 2002	PROVX vs TILIX

Best Risk-Adjusted Alternatives to PROVX

PROVX has a PortfoliosLab risk / return rank of 33. There are 111 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	92	92.00B	Nov 1984	PROVX vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	92	—	Nov 2004	PROVX vs POGRX
CHAIX	Chase Growth Fund Institutional Class	88	—	Jan 2007	PROVX vs CHAIX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	88	31.20B	Nov 2001	PROVX vs VHCAX
CHASX	Chase Growth Fund	86	—	Dec 1997	PROVX vs CHASX

Top Performing PROVX Alternatives (YTD)

PROVX is at 1.75% YTD. There are 283 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	58.60%	—	Mar 2020	PROVX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	29.11%	—	Feb 2004	PROVX vs RYGRX
IOLZX	ICON Equity Fund	28.62%	—	Oct 2002	PROVX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	28.11%	—	Feb 2017	PROVX vs FUMIX
FTQGX	Fidelity Focused Stock Fund	27.93%	—	Nov 1996	PROVX vs FTQGX

Lowest Volatility Alternatives to PROVX

PROVX has 12.46% 1-year volatility. There are 13 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.40%	—	Sep 2019	PROVX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.64%	—	Jan 2005	PROVX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.83%	—	Dec 2015	PROVX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.16%	—	Apr 2010	PROVX vs AWYIX
BLUEX	AMG Veritas Global Real Return Fund	10.47%	—	Jan 1991	PROVX vs BLUEX

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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	PROVX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	PROVX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	PROVX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	PROVX vs MRFOX
DNVYX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	10	2.60%	—	Jun 2000	PROVX vs GXXIX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	81	19.81%	—	Mar 2001	PROVX vs ANFFX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	46	4.68%	—	Apr 2003	PROVX vs BPTRX
AMCFX	American Funds AMCAP Fund Class F-2	Large Cap Growth Equities	19	3.01%	—	May 1967	PROVX vs AMCFX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	15	1.86%	—	Jul 2013	PROVX vs AULDX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	38	17.93%	—	Jul 1958	PROVX vs AMRGX
FBCGX	Fidelity Blue Chip Growth K6 Fund	Large Cap Growth Equities	52	13.31%	—	May 2017	PROVX vs FBCGX
SEQUX	Sequoia Fund	Large Cap Growth Equities	4	-3.66%	—	Jul 1970	PROVX vs SEQUX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	53	10.74%	—	Jan 1990	PROVX vs ADX
FRAAX	Franklin Growth Opportunities Fund	Large Cap Growth Equities	12	7.23%	—	Jun 1999	PROVX vs FRAAX
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	42	10.44%	—	Sep 2003	PROVX vs FNCMX
USNQX	USAA Nasdaq 100 Index Fund	Nasdaq-100, Large Cap Growth Equities	52	16.40%	—	Oct 2000	PROVX vs USNQX
MSEQX	Morgan Stanley Growth Portfolio Class I	Large Cap Growth Equities	3	-8.36%	—	Apr 1991	PROVX vs MSEQX
NGUAX	Neuberger Berman Guardian Fund	Large Cap Growth Equities	15	2.56%	—	Jun 1950	PROVX vs NGUAX
RYOCX	Rydex NASDAQ-100 Fund Investor Class	Large Cap Growth Equities	49	15.93%	—	Feb 1994	PROVX vs RYOCX
EKJAX	Allspring Premier Large Company Growth Fund	Large Cap Growth Equities	9	3.50%	—	Jan 1998	PROVX vs EKJAX
PRGFX	T. Rowe Price Growth Stock Fund	Large Cap Growth Equities	11	0.22%	—	Apr 1950	PROVX vs PRGFX
MAFOX	BlackRock Large Cap Focus Growth Fund	Large Cap Growth Equities	16	8.49%	—	Mar 2000	PROVX vs MAFOX
MXLGX	Great-West Large Cap Growth Fund	Large Cap Growth Equities	14	2.40%	—	May 2003	PROVX vs MXLGX
FGRAX	Franklin Growth Opportunities Fund Class A	Large Cap Growth Equities	12	7.09%	—	Jun 1999	PROVX vs FGRAX

Compare PROVX with Any Fund or Stock

Compare PROVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Provident Trust Strategy Fund (PROVX) Alternatives