Saratoga Large Capitalization Growth Portfolio (SLCGX) 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 SLCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SLCGX
SLCGX charges 1.34% annually. There are 382 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 | SLCGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SLCGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | SLCGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | SLCGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | SLCGX vs VIGAX |
Best Risk-Adjusted Alternatives to SLCGX
SLCGX has a PortfoliosLab risk / return rank of 17. There are 308 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | SLCGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | SLCGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | SLCGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | SLCGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | SLCGX vs POGRX |
Top Performing SLCGX Alternatives (YTD)
SLCGX is at 3.44% YTD. There are 370 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | SLCGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | SLCGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | SLCGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | SLCGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | SLCGX vs FOKFX |
Lowest Volatility Alternatives to SLCGX
SLCGX has 16.65% 1-year volatility. There are 304 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | SLCGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | SLCGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | SLCGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | SLCGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | SLCGX vs AWYIX |
Lowest Drawdown Alternatives to SLCGX
SLCGX has a 1-year max drawdown of -18.18%. There are 353 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | SLCGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SLCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SLCGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | SLCGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SLCGX vs AQEIX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SPMAX, STPAX, SHPAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 44 | 19.23% | — | Jun 2002 | SLCGX vs SPMAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 34 | 12.85% | — | Oct 1997 | SLCGX vs STPAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 12 | -3.62% | — | Jul 1999 | SLCGX vs SHPAX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 37 | 5.28% | — | Dec 2017 | SLCGX vs SBMIX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 36 | 14.64% | — | Sep 1994 | SLCGX vs SIEPX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 47 | 21.31% | — | Sep 1994 | SLCGX vs SSCPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 93 | 0.00% | — | Sep 1994 | SLCGX vs SMBPX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 38 | 3.56% | — | Dec 2017 | SLCGX vs LUNAX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 38 | 6.77% | — | Dec 2017 | SLCGX vs SABIX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 10 | -0.75% | — | Sep 1994 | SLCGX vs SIBPX |
Often Compared With SLCGX
Investors most often compare SLCGX with WBGSX, SMICX, SCHG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SLCGX with Any Fund or Stock
Compare SLCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SLCGX with funds that move differently
Saratoga Large Capitalization Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLCGX.
Explore SLCGX Diversifiers