Columbia Large Cap Growth Opportunity Fund (NFEPX) 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 NFEPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NFEPX
NFEPX charges 0.80% annually. There are 190 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 | NFEPX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NFEPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | NFEPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NFEPX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | NFEPX vs TILIX |
Best Risk-Adjusted Alternatives to NFEPX
NFEPX has a PortfoliosLab risk / return rank of 26. There are 160 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | NFEPX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | NFEPX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | NFEPX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | NFEPX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | NFEPX vs CHAIX |
Top Performing NFEPX Alternatives (YTD)
NFEPX is at 8.03% YTD. There are 169 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 | NFEPX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | NFEPX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | NFEPX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | NFEPX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | NFEPX vs FUMIX |
Lowest Volatility Alternatives to NFEPX
NFEPX has 16.98% 1-year volatility. There are 214 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | NFEPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | NFEPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | NFEPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | NFEPX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | NFEPX vs BLUEX |
Lowest Drawdown Alternatives to NFEPX
NFEPX has a 1-year max drawdown of -16.01%. There are 247 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 | NFEPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NFEPX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NFEPX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NFEPX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NFEPX vs DNVYX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 55.72% | — | Jun 1983 | NFEPX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 10.13% | — | Mar 1998 | NFEPX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 80 | 10.23% | — | Nov 2012 | NFEPX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 78 | 10.01% | — | Nov 2002 | NFEPX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 54.69% | — | May 1994 | NFEPX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 66 | 26.55% | — | Nov 2000 | NFEPX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 67 | 26.70% | — | Nov 2000 | NFEPX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 43 | 8.76% | — | Dec 1992 | NFEPX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 47 | 5.79% | — | Sep 1991 | NFEPX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 32 | 3.73% | — | Mar 2008 | NFEPX vs COSZX |
Often Compared With NFEPX
Investors most often compare NFEPX with FXAIX, VOO, SEEGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NFEPX with Any Fund or Stock
Compare NFEPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NFEPX with funds that move differently
Columbia Large Cap Growth Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NFEPX.
Explore NFEPX Diversifiers