Lisanti Small Cap Growth Fund (ASCGX) belongs to the Small 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 ASCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ASCGX
ASCGX charges 1.35% annually. There are 133 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ASCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | ASCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | ASCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ASCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ASCGX vs VISGX |
Best Risk-Adjusted Alternatives to ASCGX
ASCGX has a PortfoliosLab risk / return rank of 60. There are 38 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | ASCGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | ASCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | ASCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | ASCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | ASCGX vs OBMCX |
Top Performing ASCGX Alternatives (YTD)
ASCGX is at 27.42% YTD. There are 22 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | ASCGX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | ASCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | ASCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | ASCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | ASCGX vs OBMCX |
Lowest Volatility Alternatives to ASCGX
ASCGX has 26.29% 1-year volatility. There are 137 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | ASCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | ASCGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | ASCGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | ASCGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | ASCGX vs NBGIX |
Lowest Drawdown Alternatives to ASCGX
ASCGX has a 1-year max drawdown of -13.24%. There are 75 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ASCGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ASCGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ASCGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ASCGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ASCGX vs RFIMX |
Often Compared With ASCGX
Investors most often compare ASCGX with JANIX, JGMNX, JATTX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund | Small Cap Growth Equities | 40 | 13.76% | — | Feb 2005 | ASCGX vs JANIX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 41 | 13.86% | — | May 2012 | ASCGX vs JGMNX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 40 | 13.70% | — | Feb 2005 | ASCGX vs JATTX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.43% | — | Jan 2003 | ASCGX vs HRSMX |
Compare ASCGX with Any Fund or Stock
Compare ASCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ASCGX with funds that move differently
Lisanti Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ASCGX.
Explore ASCGX Diversifiers