Alger Responsible Investing Fund (SPEGX) Alternatives
Alger Responsible Investing Fund (SPEGX) 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 SPEGX. 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 SPEGX
SPEGX charges 1.27% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among SPEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | SPEGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | SPEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | SPEGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | SPEGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | SPEGX vs TILIX |
Best Risk-Adjusted Alternatives to SPEGX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | SPEGX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | SPEGX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | SPEGX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | SPEGX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | SPEGX vs VTMGX |
Top Performing SPEGX Alternatives (YTD)
SPEGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | SPEGX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | SPEGX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | SPEGX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | SPEGX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | SPEGX vs AMRGX |
Lowest Volatility Alternatives to SPEGX
SPEGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | SPEGX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | SPEGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | SPEGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | SPEGX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | SPEGX vs PROVX |
Lowest Drawdown Alternatives to SPEGX
SPEGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | SPEGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | SPEGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | SPEGX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | SPEGX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | SPEGX vs BBLIX |
Other Mutual Funds from Alger
Most popular Alger mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 73 | -13.65% | Nov 8, 1993 | SPEGX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -13.66% | Nov 8, 1993 | SPEGX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 50 | -14.63% | Dec 31, 1996 | SPEGX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 71 | -4.27% | Dec 31, 1996 | SPEGX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 56 | -12.22% | Jan 9, 1989 | SPEGX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 55 | -14.35% | Jan 25, 1995 | SPEGX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 53 | -14.40% | Nov 8, 1993 | SPEGX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 42 | -15.14% | Jul 28, 1969 | SPEGX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 51 | -14.55% | Dec 29, 2010 | SPEGX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 5 | -15.06% | May 8, 2002 | SPEGX vs ALMAX |
Often Compared With SPEGX
What investors most often compare with SPEGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | SPEGX vs VGT | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | SPEGX vs VFIAX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SPEGX vs SPY | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SPEGX vs VOO | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | SPEGX vs GXXIX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | SPEGX vs RYGRX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | SPEGX vs IOLZX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | SPEGX vs ANFFX |
Compare SPEGX with Any Fund or Stock
Compare SPEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.