Zevenbergen Mutual Funds List
Here you can find all mutual funds issued by Zevenbergen and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.30%
- Avg. 1 Year Return
- —
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- —
Zevenbergen Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Zevenbergen Genea Fund | Large Cap Growth Equities | Aug 31, 2015 | 1.30% | — | — | 0.00% | — | ||||||||
| Zevenbergen Growth Fund | Large Cap Growth Equities | Aug 31, 2015 | 1.30% | — | — | 1.27% | — |
Explore top Zevenbergen Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Lowest-Cost Zevenbergen Mutual funds
The top Zevenbergen Mutual funds is ZVNBX (1.30%).
With an average expense ratio of 1.30%, Zevenbergen Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Zevenbergen Growth Fund | 1.30% | — | Aug 2015 | |
| Zevenbergen Genea Fund | 1.30% | — | Aug 2015 |
Highest-Yield Zevenbergen Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Zevenbergen Growth Fund | 1.27% | — | Aug 2015 | |
| Zevenbergen Genea Fund | 0.00% | — | Aug 2015 |
Top Mutual funds Issuers
Fidelity · 973 Mutual fundsBlackRock · 357 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 61 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.