Taylor Frigon Core Growth Fund (TFCGX) belongs to the Small 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 TFCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFCGX
TFCGX charges 1.45% annually. There are 143 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | TFCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | TFCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | TFCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | TFCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | TFCGX vs VISGX |
Best Risk-Adjusted Alternatives to TFCGX
TFCGX has a PortfoliosLab risk / return rank of 20. There are 127 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | TFCGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | TFCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | TFCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | TFCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | TFCGX vs OBMCX |
Top Performing TFCGX Alternatives (YTD)
TFCGX is at 14.38% YTD. There are 110 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | TFCGX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | TFCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | TFCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | TFCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | TFCGX vs OBMCX |
Lowest Volatility Alternatives to TFCGX
TFCGX has 26.60% 1-year volatility. There are 142 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | TFCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | TFCGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | TFCGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | TFCGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | TFCGX vs NBGIX |
Lowest Drawdown Alternatives to TFCGX
TFCGX has a 1-year max drawdown of -19.42%. There are 149 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | TFCGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | TFCGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | TFCGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | TFCGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | TFCGX vs RFIMX |
Often Compared With TFCGX
Investors most often compare TFCGX with VOO, CTSIX, KSCOX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TFCGX with Any Fund or Stock
Compare TFCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFCGX with funds that move differently
Taylor Frigon Core Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFCGX.
Explore TFCGX Diversifiers