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 a closer substitute for your current allocation.
Cheapest Alternatives to LIMIX
LIMIX charges 0.85% annually. There are 217 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% | 4.90B | Dec 2017 | LIMIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LIMIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LIMIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | LIMIX vs VIGAX |
Best Risk-Adjusted Alternatives to LIMIX
LIMIX has a PortfoliosLab risk / return rank of 22. There are 204 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | LIMIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | LIMIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | LIMIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | LIMIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | LIMIX vs FOCPX |
Top Performing LIMIX Alternatives (YTD)
LIMIX is at 15.59% YTD. There are 49 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | LIMIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | LIMIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | LIMIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | LIMIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | LIMIX vs POGRX |
Lowest Volatility Alternatives to LIMIX
LIMIX has 18.76% 1-year volatility. There are 333 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | LIMIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | LIMIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | LIMIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | LIMIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | LIMIX vs GQEPX |
Lowest Drawdown Alternatives to LIMIX
LIMIX has a 1-year max drawdown of -12.15%. There are 104 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, ADX. These 16 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
Tran Capital Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIMIX.
Explore LIMIX Diversifiers