Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) Alternatives
Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) 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 SCATX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SCATX
SCATX charges 1.00% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among SCATX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | SCATX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | SCATX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | SCATX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | SCATX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SCATX vs VIGAX |
Best Risk-Adjusted Alternatives to SCATX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | SCATX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | SCATX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | SCATX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | SCATX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | SCATX vs VTMGX |
Top Performing SCATX Alternatives (YTD)
SCATX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | SCATX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | SCATX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | SCATX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | SCATX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | SCATX vs AMRGX |
Lowest Volatility Alternatives to SCATX
SCATX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | SCATX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | SCATX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | SCATX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | SCATX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | SCATX vs PROVX |
Lowest Drawdown Alternatives to SCATX
SCATX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | SCATX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | SCATX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | SCATX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | SCATX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | SCATX vs BBLIX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | SCATX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | SCATX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | SCATX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | SCATX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | SCATX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | SCATX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | SCATX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | SCATX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | SCATX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | SCATX vs PHRAX |
Often Compared With SCATX
What investors most often compare with SCATX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | SCATX vs QQQ | |
| Fidelity US Sustainability Index Fund | Large Cap Blend Equities | 51 | -8.73% | May 9, 2017 | SCATX vs FITLX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | SCATX vs TILIX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | SCATX vs ANFFX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | SCATX vs GXXIX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | SCATX vs IOLZX |
Compare SCATX with Any Fund or Stock
Compare SCATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.