Zevenbergen Capital Investments Mutual Funds List
Here you can find all mutual funds issued by Zevenbergen Capital Investments 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
- 6.17%
- Avg. 5 Year Return
- 1.10%
- Median Risk/Return Score
- 4 / 100
Zevenbergen Capital Investments 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% | 1.12% | 19.80% | 0.00% | 5 | ||||||||
| Zevenbergen Growth Fund | Large Cap Growth Equities | Aug 31, 2015 | 1.30% | -0.07% | 16.57% | 1.27% | 4 |
Explore top Zevenbergen Capital Investments 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.
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5 Years
Best Zevenbergen Capital Investments Mutual funds by Risk/Return Score
The top Zevenbergen Capital Investments Mutual funds by PortfoliosLab Risk/Return Score are ZVGNX (5) and ZVNBX (4).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Zevenbergen Genea Fund | 5 | — | Aug 2015 | |
| Zevenbergen Growth Fund | 4 | — | Aug 2015 |
Best-Performing Zevenbergen Capital Investments Mutual funds Over 5 Years
The top Zevenbergen Capital Investments Mutual funds is ZVGNX (1.47%).
Across the lineup, Zevenbergen Capital Investments Mutual funds show an average 1-year return of 6.17% and an average 5-year return of 1.10%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Zevenbergen Genea Fund | 1.47% | — | Aug 2015 | |
| Zevenbergen Growth Fund | 0.72% | — | Aug 2015 |
Lowest-Cost Zevenbergen Capital Investments Mutual funds
The top Zevenbergen Capital Investments Mutual funds is ZVGNX (1.30%).
With an average expense ratio of 1.30%, Zevenbergen Capital Investments 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 Genea Fund | 1.30% | — | Aug 2015 | |
| Zevenbergen Growth Fund | 1.30% | — | Aug 2015 |
Highest-Yield Zevenbergen Capital Investments Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Zevenbergen Growth Fund | 1.27% | — | Aug 2015 | |
| Zevenbergen Genea Fund | 0.00% | — | Aug 2015 |
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