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 a closer substitute for your current allocation.
Cheapest Alternatives to JLGIX
JLGIX charges 1.26% annually. There are 370 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | JLGIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | JLGIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | JLGIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | JLGIX vs TILIX |
Best Risk-Adjusted Alternatives to JLGIX
JLGIX has a PortfoliosLab risk / return rank of 37. There are 158 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | JLGIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | JLGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | JLGIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | JLGIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | JLGIX vs FOCPX |
Top Performing JLGIX Alternatives (YTD)
JLGIX is at 16.61% YTD. There are 52 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | JLGIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | JLGIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | JLGIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | JLGIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | JLGIX vs FOCKX |
Lowest Volatility Alternatives to JLGIX
JLGIX has 17.81% 1-year volatility. There are 348 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | JLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | JLGIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | JLGIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | JLGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | JLGIX vs AWYIX |
Lowest Drawdown Alternatives to JLGIX
JLGIX has a 1-year max drawdown of -15.73%. There are 241 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | JLGIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JLGIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | JLGIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JLGIX vs AQEIX |
Often Compared With JLGIX
Investors most often compare JLGIX with VFIAX, JLGMX, FLCNX. These 20 comparison targets span 8 categories, 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.
Pair JLGIX with funds that move differently
JAG Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLGIX.
Explore JLGIX Diversifiers