Cromwell Tran Focus 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 a closer substitute for your current allocation.
Cheapest Alternatives to LIMIX
LIMIX charges 0.85% annually. There are 222 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 | LIMIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.70B | Dec 2017 | LIMIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LIMIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | LIMIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | LIMIX vs VRGWX |
Best Risk-Adjusted Alternatives to LIMIX
LIMIX has a PortfoliosLab risk / return rank of 8. There are 263 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 89 | — | Feb 1969 | LIMIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 84 | 96.10B | Nov 1984 | LIMIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 77 | — | Jan 2007 | LIMIX vs CHAIX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 77 | — | May 2008 | LIMIX vs FSSKX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 76 | 32.70B | Nov 2001 | LIMIX vs VHCAX |
Top Performing LIMIX Alternatives (YTD)
LIMIX is at 6.45% YTD. There are 80 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 25.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 25.42% | — | Oct 2002 | LIMIX vs IOLZX | |
| Chase Growth Fund | 19.37% | — | Dec 1997 | LIMIX vs CHASX | |
| Chase Growth Fund Institutional Class | 19.29% | — | Jan 2007 | LIMIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 17.40% | — | Feb 2004 | LIMIX vs GTLLX | |
| Vanguard PRIMECAP Fund Investor Shares | 17.18% | 96.10B | Nov 1984 | LIMIX vs VPMCX |
Lowest Volatility Alternatives to LIMIX
LIMIX has 19.44% 1-year volatility. There are 338 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.78% | — | Sep 2019 | LIMIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.92% | — | Jan 2005 | LIMIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | LIMIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.32% | — | Dec 2015 | LIMIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | LIMIX vs GQEPX |
Lowest Drawdown Alternatives to LIMIX
LIMIX has a 1-year max drawdown of -12.15%. There are 101 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 | LIMIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LIMIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LIMIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LIMIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LIMIX vs DNVYX |
Often Compared With LIMIX
Investors most often compare LIMIX with XLK, TILIX, FCGSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LIMIX with Any Fund or Stock
Compare LIMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIMIX with funds that move differently
Cromwell Tran Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIMIX.
Explore LIMIX Diversifiers