NFEPX Alternatives & Similar Mutual Funds

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 194 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	NFEPX vs ACIHX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	NFEPX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	NFEPX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	NFEPX vs FSPGX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	NFEPX vs VRGWX

Best Risk-Adjusted Alternatives to NFEPX

NFEPX has a PortfoliosLab risk / return rank of 17. There are 186 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	90	—	Feb 1969	NFEPX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	NFEPX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	NFEPX vs VHCAX
CHASX	Chase Growth Fund	82	—	Dec 1997	NFEPX vs CHASX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	NFEPX vs FDSSX

Top Performing NFEPX Alternatives (YTD)

NFEPX is at 5.11% YTD. There are 179 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.

Symbol	Name	YTD Return	AUM	Inception
IOLZX	ICON Equity Fund	28.40%	—	Oct 2002	NFEPX vs IOLZX
CHASX	Chase Growth Fund	22.47%	—	Dec 1997	NFEPX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.42%	—	Jan 2007	NFEPX vs CHAIX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	20.70%	—	Feb 2017	NFEPX vs FUMIX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	20.64%	96.10B	Nov 1984	NFEPX vs VPMCX

Lowest Volatility Alternatives to NFEPX

NFEPX has 17.67% 1-year volatility. There are 223 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	NFEPX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.96%	—	Jan 2005	NFEPX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	NFEPX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	NFEPX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.57%	—	Sep 2018	NFEPX vs GQEPX

Lowest Drawdown Alternatives to NFEPX

NFEPX has a 1-year max drawdown of -16.01%. There are 249 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	NFEPX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	NFEPX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	NFEPX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	NFEPX vs MRFOX
DNVYX	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, STK, GSFTX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	45.62%	—	Jun 1983	NFEPX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	88	36.26%	—	Nov 2009	NFEPX vs STK
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	90	12.19%	—	Mar 1998	NFEPX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	90	12.30%	—	Nov 2012	NFEPX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	89	12.04%	—	Nov 2002	NFEPX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	92	44.24%	—	May 1994	NFEPX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	42	18.39%	—	Nov 2000	NFEPX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	43	18.56%	—	Nov 2000	NFEPX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	40	8.65%	—	Dec 1992	NFEPX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	72	10.23%	—	Mar 2008	NFEPX vs COSZX

Often Compared With NFEPX

Investors most often compare NFEPX with FXAIX, VOO, SEEGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	NFEPX vs FXAIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	NFEPX vs VOO
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	7	-1.92%	—	Feb 1992	NFEPX vs SEEGX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	70	14.05%	—	Mar 2001	NFEPX vs ANFFX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.59%	—	Apr 2003	NFEPX vs BPTRX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	5	-1.30%	—	Jan 1991	NFEPX vs BLUEX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	56	17.06%	—	Jul 1958	NFEPX vs AMRGX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	10	3.33%	—	Jun 2000	NFEPX vs GXXIX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	76	15.70%	—	Nov 2013	NFEPX vs FCGSX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	12	-0.33%	—	Oct 2002	NFEPX vs TILIX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	76	14.59%	316.30B	Aug 1999	NFEPX vs VTMGX
ONERX	One Rock Fund	Large Cap Growth Equities	—	—	—	Mar 2020	NFEPX vs ONERX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	57	8.52%	—	Jun 2012	NFEPX vs TVRIX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	76	18.25%	—	May 2008	NFEPX vs FOCKX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.11%	—	Jan 1990	NFEPX vs ADX
CBALX	Columbia Balanced Fund	Diversified Portfolio	46	5.53%	—	Sep 1991	NFEPX vs CBALX
POGRX	PRIMECAP Odyssey Growth Fund	Large Cap Blend Equities	89	22.85%	—	Nov 2004	NFEPX vs POGRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	45	4.50%	—	Dec 1986	NFEPX vs PROVX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	21	18.58%	—	Feb 2004	NFEPX vs RYGRX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	61	15.92%	—	Jun 2019	NFEPX vs FGKFX

Compare NFEPX with Any Fund or Stock

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

Symbol name

Diversifiers

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

Columbia Large Cap Growth Opportunity Fund (NFEPX) Alternatives