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 a closer substitute for your current allocation.
Cheapest Alternatives to SPEGX
SPEGX charges 1.27% annually. There are 367 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 | SPEGX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SPEGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | SPEGX vs SWLGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | SPEGX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | SPEGX vs VRGWX |
Best Risk-Adjusted Alternatives to SPEGX
SPEGX has a PortfoliosLab risk / return rank of 24. There are 126 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 | SPEGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | SPEGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | SPEGX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | SPEGX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | SPEGX vs FZAPX |
Top Performing SPEGX Alternatives (YTD)
SPEGX is at 6.98% YTD. There are 156 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 | SPEGX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | SPEGX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | SPEGX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | SPEGX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | SPEGX vs GTLLX |
Lowest Volatility Alternatives to SPEGX
SPEGX has 18.90% 1-year volatility. There are 305 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 | SPEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | SPEGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | SPEGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | SPEGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | SPEGX vs GQEPX |
Lowest Drawdown Alternatives to SPEGX
SPEGX has a 1-year max drawdown of -14.24%. There are 184 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 | SPEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SPEGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SPEGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SPEGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SPEGX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 27 | 10.08% | — | Nov 1993 | SPEGX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 27 | 10.07% | — | Nov 1993 | SPEGX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 20 | 8.37% | — | Dec 1996 | SPEGX vs ACAAX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 22 | 8.54% | — | Jan 1995 | SPEGX vs ALVOX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 83 | 13.02% | — | Dec 1996 | SPEGX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 26 | 14.64% | — | Jan 1989 | SPEGX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 22 | 9.61% | — | Nov 1993 | SPEGX vs ALARX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 20 | 8.61% | — | Dec 2010 | SPEGX vs ACAZX | |
| Alger Spectra Fund | Large Cap Growth Equities | 13 | 4.51% | — | Jul 1969 | SPEGX vs SPECX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 7 | 1.72% | — | May 2002 | SPEGX vs ALMAX |
Often Compared With SPEGX
Investors most often compare SPEGX with VGT, VFIAX, SPY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SPEGX with Any Fund or Stock
Compare SPEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPEGX with funds that move differently
Alger Responsible Investing Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPEGX.
Explore SPEGX Diversifiers