JAG Large Cap Growth Fund (JLGIX) Alternatives
JAG Large Cap Growth Fund (JLGIX) 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 JLGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JLGIX
JLGIX charges 1.26% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among JLGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | JLGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | JLGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | JLGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | JLGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | JLGIX vs VIGAX |
Best Risk-Adjusted Alternatives to JLGIX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | JLGIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | JLGIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | JLGIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | JLGIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | JLGIX vs VTMGX |
Top Performing JLGIX Alternatives (YTD)
JLGIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | JLGIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | JLGIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | JLGIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | JLGIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | JLGIX vs AMRGX |
Lowest Volatility Alternatives to JLGIX
JLGIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | JLGIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | JLGIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | JLGIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | JLGIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | JLGIX vs PROVX |
Lowest Drawdown Alternatives to JLGIX
JLGIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | JLGIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | JLGIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | JLGIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | JLGIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | JLGIX vs BBLIX |
Often Compared With JLGIX
What investors most often compare with JLGIX, based on PortfoliosLab usage data.
Compare JLGIX with Any Fund or Stock
Compare JLGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.