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 160 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% | 5.10B | Dec 2017 | SSGFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SSGFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | SSGFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | SSGFX vs TILIX |
Best Risk-Adjusted Alternatives to SSGFX
SSGFX has a PortfoliosLab risk / return rank of 40. There are 136 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 | SSGFX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | SSGFX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | SSGFX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | SSGFX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | SSGFX vs POGRX |
Top Performing SSGFX Alternatives (YTD)
SSGFX is at 11.65% YTD. There are 128 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 | SSGFX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | SSGFX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | SSGFX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | SSGFX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | SSGFX vs FOKFX |
Lowest Volatility Alternatives to SSGFX
SSGFX has 14.04% 1-year volatility. There are 98 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 | SSGFX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | SSGFX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | SSGFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | SSGFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | SSGFX vs AWYIX |
Lowest Drawdown Alternatives to SSGFX
SSGFX has a 1-year max drawdown of -14.13%. There are 187 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 | SSGFX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SSGFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SSGFX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | SSGFX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SSGFX vs AQEIX |
Other Mutual Funds from Sextant Mutual Funds
The 5 most viewed Sextant Mutual Funds mutual funds shown here include SSIFX, SGHIX, STBFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant International Fund | Foreign Large Cap Equities | 43 | 20.94% | — | Sep 1995 | SSGFX vs SSIFX | |
| Sextant Global High Income Fund | Global Allocation | — | — | — | Mar 2012 | SSGFX vs SGHIX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | SSGFX vs STBFX | |
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | SSGFX vs SBIFX | |
| Sextant Core Fund | Diversified Portfolio | 60 | 9.34% | — | 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