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 a closer substitute for your current allocation.
Cheapest Alternatives to SCATX
SCATX charges 1.00% annually. There are 295 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | SCATX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | SCATX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SCATX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | SCATX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | SCATX vs TILIX |
Best Risk-Adjusted Alternatives to SCATX
SCATX has a PortfoliosLab risk / return rank of 3. There are 397 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | SCATX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | SCATX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | SCATX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | SCATX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | SCATX vs FDSSX |
Top Performing SCATX Alternatives (YTD)
SCATX is at -3.54% YTD. There are 389 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 | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | SCATX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | SCATX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | SCATX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | SCATX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | SCATX vs VPMCX |
Lowest Volatility Alternatives to SCATX
SCATX has 25.65% 1-year volatility. There are 403 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | SCATX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | SCATX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | SCATX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | SCATX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | SCATX vs GQEPX |
Lowest Drawdown Alternatives to SCATX
SCATX has a 1-year max drawdown of -26.17%. There are 408 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 | SCATX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SCATX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SCATX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SCATX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SCATX vs DNVYX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | SCATX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 24 | 21.38% | — | Oct 2019 | SCATX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 98 | 2.76% | — | Feb 2006 | SCATX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.36% | — | Oct 1996 | SCATX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 0 | -4.13% | — | Mar 2018 | SCATX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 4 | 0.05% | — | Oct 1995 | SCATX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.70% | — | Jun 2009 | SCATX vs VIMCX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 43 | 13.38% | — | Dec 2010 | SCATX vs EDF | |
| The Merger Fund | Event Driven | 96 | 1.51% | — | Jan 1989 | SCATX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.68% | — | Jun 2006 | SCATX vs PXSGX |
Often Compared With SCATX
Investors most often compare SCATX with QQQ, FITLX, PHRAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SCATX with Any Fund or Stock
Compare SCATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCATX with funds that move differently
Virtus Zevenbergen Innovative Growth Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCATX.
Explore SCATX Diversifiers