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 259 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 | PROVX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PROVX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | PROVX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | PROVX vs VIGAX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | PROVX vs TILIX |
Best Risk-Adjusted Alternatives to PROVX
PROVX has a PortfoliosLab risk / return rank of 51. There are 32 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | PROVX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | PROVX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | PROVX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | PROVX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | PROVX vs FZAPX |
Top Performing PROVX Alternatives (YTD)
PROVX is at 6.09% YTD. There are 182 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | PROVX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | PROVX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | PROVX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | PROVX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | PROVX vs GTLLX |
Lowest Volatility Alternatives to PROVX
PROVX has 13.17% 1-year volatility. There are 24 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | PROVX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | PROVX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | PROVX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | PROVX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | PROVX vs GQEPX |
Lowest Drawdown Alternatives to PROVX
PROVX has a 1-year max drawdown of -12.54%. There are 122 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, AULDX. 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