Tran Capital Focused Fund (LIMIX) Alternatives
Tran Capital Focused Fund (LIMIX) 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 LIMIX. 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 LIMIX
LIMIX charges 0.85% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among LIMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | LIMIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | LIMIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | LIMIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | LIMIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | LIMIX vs TILIX |
Best Risk-Adjusted Alternatives to LIMIX
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 | LIMIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | LIMIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | LIMIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | LIMIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | LIMIX vs VTMGX |
Top Performing LIMIX Alternatives (YTD)
LIMIX 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 | LIMIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | LIMIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | LIMIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | LIMIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | LIMIX vs AMRGX |
Lowest Volatility Alternatives to LIMIX
LIMIX 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 | LIMIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | LIMIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | LIMIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | LIMIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | LIMIX vs PROVX |
Lowest Drawdown Alternatives to LIMIX
LIMIX 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 | LIMIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | LIMIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | LIMIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | LIMIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | LIMIX vs BBLIX |
Often Compared With LIMIX
What investors most often compare with LIMIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | LIMIX vs XLK |
Compare LIMIX with Any Fund or Stock
Compare LIMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.