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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%.


Best Risk-Adjusted Alternatives to LIMIX

LIMIX has a PortfoliosLab risk / return rank of 22. There are 186 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.


Top Performing LIMIX Alternatives (YTD)

LIMIX is at 15.59% YTD. There are 37 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.


Lowest Volatility Alternatives to LIMIX

LIMIX has 18.76% 1-year volatility. There are 328 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.


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%.


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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street Technology Select Sector SPDR ETFTechnology Equities
66
27.45%
130.33BDec 1998LIMIX vs XLK
TIAA-CREF Large-Cap Growth Index FundLarge Cap Growth Equities
16
1.49%
Oct 2002LIMIX vs TILIX
Adams Diversified Equity Fund, Inc.Large Cap Blend Equities
53
10.74%
Jan 1990LIMIX vs ADX
American Growth Fund Series OneLarge Cap Growth Equities
38
17.93%
Jul 1958LIMIX vs AMRGX
Fidelity Series Growth Company FundLarge Cap Growth Equities
85
19.52%
Nov 2013LIMIX vs FCGSX
GQG Partners US Select Quality Equity Fund Investo...Large Cap Growth Equities
5
4.70%
Sep 2018LIMIX vs GQEPX
Provident Trust Strategy FundLarge Cap Growth Equities
33
1.75%
Dec 1986LIMIX vs PROVX
Baron Partners FundLarge Cap Growth Equities
46
4.68%
Apr 2003LIMIX vs BPTRX
Guggenheim Directional Allocation FundLarge Cap Growth Equities
71
11.23%
Jun 2012LIMIX vs TVRIX
Vanguard Developed Markets Index Fund Admiral Shar...Foreign Large Cap Equities
48
12.98%
317.30BAug 1999LIMIX vs VTMGX
Fidelity OTC PortfolioLarge Cap Growth Equities
85
23.27%
Dec 1984LIMIX vs FOCPX
Fidelity Stock Selector All Cap FundLarge Cap Growth Equities
77
13.15%
Sep 1990LIMIX vs FDSSX
Fidelity OTC Portfolio Class KLarge Cap Growth Equities
85
23.33%
May 2008LIMIX vs FOCKX
Fidelity OTC K6 PortfolioLarge Cap Growth Equities
73
20.99%
Jun 2019LIMIX vs FOKFX
Fidelity Growth Company K6 FundLarge Cap Growth Equities
72
19.86%
Jun 2019LIMIX vs FGKFX
Columbia Global Technology Growth Fund Class ATechnology Equities, Large Cap Growth Equities
62
24.58%
Nov 2000LIMIX vs CTCAX

Compare LIMIX with Any Fund or Stock

Compare LIMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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