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 262 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PROVX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | PROVX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | PROVX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | PROVX vs VIGAX |
Best Risk-Adjusted Alternatives to PROVX
PROVX has a PortfoliosLab risk / return rank of 24. There are 258 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 | PROVX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | PROVX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | PROVX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | PROVX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | PROVX vs POGRX |
Top Performing PROVX Alternatives (YTD)
PROVX is at 1.91% YTD. There are 380 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | PROVX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | PROVX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | PROVX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | PROVX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | PROVX vs FOKFX |
Lowest Volatility Alternatives to PROVX
PROVX has 12.26% 1-year volatility. There are 26 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 | PROVX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | PROVX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | PROVX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | PROVX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | PROVX vs AWYIX |
Lowest Drawdown Alternatives to PROVX
PROVX has a 1-year max drawdown of -12.54%. There are 131 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 | PROVX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PROVX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PROVX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | PROVX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PROVX vs AQEIX |
Often Compared With PROVX
Investors most often compare PROVX with GXXIX, ANFFX, BPTRX. These 20 comparison targets span 1 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