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 378 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 | SLCGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | SLCGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SLCGX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | SLCGX vs TILIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | SLCGX vs VIGAX |
Best Risk-Adjusted Alternatives to SLCGX
SLCGX has a PortfoliosLab risk / return rank of 9. There are 308 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | SLCGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | SLCGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | SLCGX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | SLCGX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | SLCGX vs FZAPX |
Top Performing SLCGX Alternatives (YTD)
SLCGX is at -1.00% YTD. There are 368 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | SLCGX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | SLCGX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | SLCGX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | SLCGX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | SLCGX vs GTLLX |
Lowest Volatility Alternatives to SLCGX
SLCGX has 18.19% 1-year volatility. There are 261 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 | SLCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | SLCGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | SLCGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | SLCGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | SLCGX vs GQEPX |
Lowest Drawdown Alternatives to SLCGX
SLCGX has a 1-year max drawdown of -18.18%. There are 351 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 | 22 | 3.22% | — | Dec 2017 | SLCGX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 24 | 13.00% | — | Jun 2002 | SLCGX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 74 | 7.52% | — | Jul 1999 | SLCGX vs SHPAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 14 | 6.30% | — | Oct 1997 | SLCGX vs STPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 45 | 18.83% | — | Sep 1994 | SLCGX vs SSCPX | |
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 24 | 3.90% | — | Dec 2017 | SLCGX vs SAMIX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 67 | 17.46% | — | Sep 1994 | SLCGX vs SIEPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 94 | 0.00% | — | Sep 1994 | SLCGX vs SMBPX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 5 | -1.90% | — | Sep 1994 | SLCGX vs SIBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 26 | 4.71% | — | Dec 2017 | SLCGX vs SABIX |
Often Compared With SLCGX
Investors most often compare SLCGX with WBGSX, LUNAX, SMICX. These 20 comparison targets span 8 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