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 370 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 | SPEGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SPEGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | SPEGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | SPEGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | SPEGX vs TILIX |
Best Risk-Adjusted Alternatives to SPEGX
SPEGX has a PortfoliosLab risk / return rank of 46. There are 100 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 | SPEGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | SPEGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | SPEGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | SPEGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | SPEGX vs POGRX |
Top Performing SPEGX Alternatives (YTD)
SPEGX is at 13.13% YTD. There are 109 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 | SPEGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | SPEGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | SPEGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | SPEGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | SPEGX vs FOKFX |
Lowest Volatility Alternatives to SPEGX
SPEGX has 16.92% 1-year volatility. There are 318 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 | SPEGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | SPEGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | SPEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | SPEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | SPEGX vs AWYIX |
Lowest Drawdown Alternatives to SPEGX
SPEGX has a 1-year max drawdown of -14.24%. There are 192 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 | SPEGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SPEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SPEGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | SPEGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SPEGX vs AQEIX |
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 | Large Cap Growth Equities | 57 | 17.14% | — | Nov 1993 | SPEGX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 57 | 17.12% | — | Nov 1993 | SPEGX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 41 | 15.50% | — | Dec 1996 | SPEGX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 89 | 13.85% | — | Dec 1996 | SPEGX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 48 | 22.75% | — | Jan 1989 | SPEGX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 43 | 14.92% | — | Jan 1995 | SPEGX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 46 | 16.87% | — | Nov 1993 | SPEGX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 32 | 13.50% | — | Jul 1969 | SPEGX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 42 | 15.70% | — | Dec 2010 | SPEGX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 8 | 4.73% | — | May 2002 | SPEGX vs ALMAX |
Often Compared With SPEGX
Investors most often compare SPEGX with VGT, VFIAX, SPY. These 20 comparison targets span 5 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