Rock Oak Core Growth Fund (RCKSX) Alternatives
Rock Oak Core Growth Fund (RCKSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RCKSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RCKSX
RCKSX charges 1.25% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among RCKSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | RCKSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | RCKSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | RCKSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | RCKSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | RCKSX vs SSSYX |
Best Risk-Adjusted Alternatives to RCKSX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | RCKSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | RCKSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | RCKSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | RCKSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | RCKSX vs DHAMX |
Top Performing RCKSX Alternatives (YTD)
RCKSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | RCKSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | RCKSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | RCKSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | RCKSX vs MUHLX | |
| Pin Oak Equity | 5.66% | Aug 3, 1992 | RCKSX vs POGSX |
Lowest Volatility Alternatives to RCKSX
RCKSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | RCKSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | RCKSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | RCKSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | RCKSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | RCKSX vs QUERX |
Lowest Drawdown Alternatives to RCKSX
RCKSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | RCKSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | RCKSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | RCKSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | RCKSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | RCKSX vs GQEIX |
Other Mutual Funds from Oak Associates
Most popular Oak Associates mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 46 | -10.98% | Dec 30, 1998 | RCKSX vs ROGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 43 | -7.61% | Aug 3, 1992 | RCKSX vs WOGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 57 | -1.72% | Dec 28, 2000 | RCKSX vs BOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 65 | 4.25% | Jun 30, 2005 | RCKSX vs RIVSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 46 | -1.53% | Jun 28, 2001 | RCKSX vs LOGSX |
Often Compared With RCKSX
What investors most often compare with RCKSX, based on PortfoliosLab usage data.
Compare RCKSX with Any Fund or Stock
Compare RCKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.