Sextant Growth Fund (SSGFX) 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 SSGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSGFX
SSGFX charges 0.74% annually. There are 156 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 | SSGFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | SSGFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SSGFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SSGFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SSGFX vs VIGAX |
Best Risk-Adjusted Alternatives to SSGFX
SSGFX has a PortfoliosLab risk / return rank of 21. There are 175 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | SSGFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | SSGFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | SSGFX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | SSGFX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | SSGFX vs CHASX |
Top Performing SSGFX Alternatives (YTD)
SSGFX is at 4.38% YTD. There are 196 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | SSGFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | SSGFX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | SSGFX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | SSGFX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | SSGFX vs FUMIX |
Lowest Volatility Alternatives to SSGFX
SSGFX has 14.93% 1-year volatility. There are 95 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | SSGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | SSGFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | SSGFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | SSGFX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | SSGFX vs BLUEX |
Lowest Drawdown Alternatives to SSGFX
SSGFX has a 1-year max drawdown of -14.13%. There are 181 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 | SSGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SSGFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SSGFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SSGFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SSGFX vs DNVYX |
Other Mutual Funds from Sextant Mutual Funds
The 5 most viewed Sextant Mutual Funds mutual funds shown here include SSIFX, STBFX, SGHIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant International Fund | Foreign Large Cap Equities | 45 | 20.24% | — | Sep 1995 | SSGFX vs SSIFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | SSGFX vs STBFX | |
| Sextant Global High Income Fund | Global Allocation | — | — | — | Mar 2012 | SSGFX vs SGHIX | |
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | SSGFX vs SBIFX | |
| Sextant Core Fund | Diversified Portfolio | 47 | 6.64% | — | Mar 2007 | SSGFX vs SCORX |
Often Compared With SSGFX
Investors most often compare SSGFX with SPUS, SPY, VUG. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SSGFX with Any Fund or Stock
Compare SSGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSGFX with funds that move differently
Sextant Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSGFX.
Explore SSGFX Diversifiers