MainStay WMC Growth Fund (KLGAX) 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 KLGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KLGAX
KLGAX charges 1.02% annually. There are 307 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 | KLGAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | KLGAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | KLGAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | KLGAX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | KLGAX vs VRGWX |
Best Risk-Adjusted Alternatives to KLGAX
KLGAX has a PortfoliosLab risk / return rank of 11. There are 322 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | KLGAX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | KLGAX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | KLGAX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | KLGAX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | KLGAX vs FCGSX |
Top Performing KLGAX Alternatives (YTD)
KLGAX is at 2.95% YTD. There are 349 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | KLGAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | KLGAX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | KLGAX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | KLGAX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | KLGAX vs CHASX |
Lowest Volatility Alternatives to KLGAX
KLGAX has 17.20% 1-year volatility. There are 231 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | KLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | KLGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | KLGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | KLGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | KLGAX vs GQEPX |
Lowest Drawdown Alternatives to KLGAX
KLGAX has a 1-year max drawdown of -16.03%. There are 248 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | KLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | KLGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | KLGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | KLGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | KLGAX vs DNVYX |
Other Mutual Funds from New York Life
The 10 most viewed New York Life mutual funds shown here include MLAAX, MSXAX, MHCAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MainStay Winslow Large Cap Growth Fund | Large Cap Growth Equities | 8 | 5.35% | — | Jul 1995 | KLGAX vs MLAAX | |
| NYLI S&P 500 Index Class A | S&P 500 | 62 | 11.08% | — | Jan 2004 | KLGAX vs MSXAX | |
| MainStay MacKay High Yield Corporate Bond Fund Cla... | High Yield Bonds | 85 | 1.89% | — | May 1986 | KLGAX vs MHCAX | |
| MainStay Epoch Global Equity Yield Fund | Global Equities | 93 | 20.76% | — | Dec 2005 | KLGAX vs EPSYX | |
| MainStay S&P 500 Index Fund | Large Cap Blend Equities | 64 | 11.21% | — | Jan 1991 | KLGAX vs MSPIX | |
| MainStay MacKay Short Term Municipal Fund | Municipal Bonds | 81 | 1.26% | — | Jan 1991 | KLGAX vs MSTIX | |
| MainStay CBRE Real Estate Fund | REIT | 34 | 16.94% | — | Dec 1996 | KLGAX vs CRARX | |
| MainStay Epoch U.S. Equity Yield Fund | Large Cap Value Equities | 88 | 17.02% | — | Dec 2008 | KLGAX vs EPLCX | |
| MainStay Floating Rate Fund | Bank Loan | 62 | 1.28% | — | May 2004 | KLGAX vs MXFIX | |
| MainStay Moderate Allocation Fund | Diversified Portfolio | 60 | 8.23% | — | Apr 2005 | KLGAX vs MMRIX |
Often Compared With KLGAX
Investors most often compare KLGAX with VFIAX, VTTSX, MGDIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare KLGAX with Any Fund or Stock
Compare KLGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KLGAX with funds that move differently
MainStay WMC Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KLGAX.
Explore KLGAX Diversifiers