WAYFX Alternatives & Similar Mutual Funds

Waycross Focused Core Equity Fund (WAYFX) 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 WAYFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WAYFX

WAYFX charges 0.89% annually. There are 262 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	WAYFX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	WAYFX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	WAYFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	WAYFX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	WAYFX vs VSMPX

Best Risk-Adjusted Alternatives to WAYFX

WAYFX has a PortfoliosLab risk / return rank of 17. There are 360 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	WAYFX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	WAYFX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	WAYFX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	WAYFX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	WAYFX vs POGSX

Top Performing WAYFX Alternatives (YTD)

WAYFX is at 3.02% YTD. There are 369 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	WAYFX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	WAYFX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	WAYFX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	WAYFX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	WAYFX vs IGIAX

Lowest Volatility Alternatives to WAYFX

WAYFX has 15.17% 1-year volatility. There are 353 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	WAYFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	WAYFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	WAYFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	WAYFX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	WAYFX vs SILVX

Lowest Drawdown Alternatives to WAYFX

WAYFX has a 1-year max drawdown of -13.19%. There are 364 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	WAYFX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	WAYFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	WAYFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	WAYFX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	WAYFX vs AMFEX

Other Mutual Funds from Waycross

The 1 most viewed Waycross mutual funds shown here include WAYEX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WAYEX	Waycross Long/Short Equity Fund	Long-Short	10	-1.11%	—	Apr 2015	WAYFX vs WAYEX

Often Compared With WAYFX

Investors most often compare WAYFX with BKTSX, VITPX, FGLGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	61	9.74%	—	Aug 2015	WAYFX vs BKTSX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	WAYFX vs VITPX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	11.16%	—	Dec 2012	WAYFX vs FGLGX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	WAYFX vs DHAMX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	WAYFX vs FULVX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	WAYFX vs YFSIX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	73	10.77%	—	Aug 2013	WAYFX vs FZALX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	WAYFX vs FTRIX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	WAYFX vs ORDNX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	WAYFX vs VPMAX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	59	11.61%	—	Nov 1988	WAYFX vs MUHLX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	WAYFX vs PAGRX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	WAYFX vs ALSMX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	WAYFX vs SSSYX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	19	11.95%	—	May 2008	WAYFX vs FLCKX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	WAYFX vs SSEYX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	63	9.35%	349.70B	Jul 1997	WAYFX vs VIIIX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	74	10.69%	—	Dec 1998	WAYFX vs FGRTX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	WAYFX vs SWPPX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	88	19.75%	—	Nov 2004	WAYFX vs POSKX

Compare WAYFX with Any Fund or Stock

Compare WAYFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WAYFX with funds that move differently

Waycross Focused Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAYFX.

Explore WAYFX Diversifiers

Waycross Focused Core Equity Fund (WAYFX) Alternatives