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 377 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% | 4.90B | Dec 2017 | SLCGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SLCGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SLCGX vs VIGAX |
Best Risk-Adjusted Alternatives to SLCGX
SLCGX has a PortfoliosLab risk / return rank of 10. There are 299 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | SLCGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | SLCGX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | SLCGX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | SLCGX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | SLCGX vs CHASX |
Top Performing SLCGX Alternatives (YTD)
SLCGX is at -2.25% YTD. There are 373 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | SLCGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | SLCGX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | SLCGX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | SLCGX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | SLCGX vs FTQGX |
Lowest Volatility Alternatives to SLCGX
SLCGX has 17.33% 1-year volatility. There are 255 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | SLCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | SLCGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | SLCGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | SLCGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | SLCGX vs BLUEX |
Lowest Drawdown Alternatives to SLCGX
SLCGX has a 1-year max drawdown of -18.18%. There are 348 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 | SLCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SLCGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SLCGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SLCGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SLCGX vs DNVYX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SBMIX, SPMAX, SHPAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 32 | 4.70% | — | Dec 2017 | SLCGX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 46 | 20.95% | — | Jun 2002 | SLCGX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 27 | 1.50% | — | Jul 1999 | SLCGX vs SHPAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 18 | 5.14% | — | Oct 1997 | SLCGX vs STPAX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 41 | 13.10% | — | Sep 1994 | SLCGX vs SIEPX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 61 | 25.40% | — | Sep 1994 | SLCGX vs SSCPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 91 | 0.00% | — | Sep 1994 | SLCGX vs SMBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 36 | 6.19% | — | Dec 2017 | SLCGX vs SABIX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 34 | 3.20% | — | Dec 2017 | SLCGX vs LUNAX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 8 | -0.96% | — | Sep 1994 | SLCGX vs SIBPX |
Often Compared With SLCGX
Investors most often compare SLCGX with WBGSX, SMICX, SCHG. These 20 comparison targets span 7 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