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 a closer substitute for your current allocation.
Cheapest Alternatives to RCKSX
RCKSX charges 1.25% annually. There are 359 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | RCKSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | RCKSX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | RCKSX vs VIIIX |
Best Risk-Adjusted Alternatives to RCKSX
RCKSX has a PortfoliosLab risk / return rank of 80. There are 38 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | RCKSX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | RCKSX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | RCKSX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | RCKSX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | RCKSX vs GTLOX |
Top Performing RCKSX Alternatives (YTD)
RCKSX is at 19.47% YTD. There are 15 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | RCKSX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | RCKSX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | RCKSX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | RCKSX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | RCKSX vs RESGX |
Lowest Volatility Alternatives to RCKSX
RCKSX has 11.55% 1-year volatility. There are 57 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | RCKSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | RCKSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | RCKSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | RCKSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | RCKSX vs JEPIX |
Lowest Drawdown Alternatives to RCKSX
RCKSX has a 1-year max drawdown of -4.14%. There are 2 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | RCKSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | RCKSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | RCKSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | RCKSX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | RCKSX vs AMFEX |
Other Mutual Funds from Oak Associates
The 5 most viewed Oak Associates mutual funds shown here include ROGSX, WOGSX, BOGSX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 42 | 17.29% | — | Dec 1998 | RCKSX vs ROGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 60 | 12.30% | — | Aug 1992 | RCKSX vs WOGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 83 | 42.94% | — | Dec 2000 | RCKSX vs BOGSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 52 | 7.22% | — | Jun 2001 | RCKSX vs LOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 89 | 33.23% | — | Jun 2005 | RCKSX vs RIVSX |
Often Compared With RCKSX
Investors most often compare RCKSX with LMISX, SWPPX, PRBLX. These 20 comparison targets span 3 categories, 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.
Pair RCKSX with funds that move differently
Rock Oak Core Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RCKSX.
Explore RCKSX Diversifiers