Thornburg Small/Mid Cap Growth Fund (THCGX) 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 THCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THCGX
THCGX charges 1.31% annually. There are 374 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 | THCGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | THCGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | THCGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | THCGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | THCGX vs VIGAX |
Best Risk-Adjusted Alternatives to THCGX
THCGX has a PortfoliosLab risk / return rank of 22. There are 222 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | THCGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | THCGX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | THCGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | THCGX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | THCGX vs VHCAX |
Top Performing THCGX Alternatives (YTD)
THCGX is at 12.03% YTD. There are 111 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | THCGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | THCGX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | THCGX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | THCGX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | THCGX vs CTCAX |
Lowest Volatility Alternatives to THCGX
THCGX has 20.10% 1-year volatility. There are 363 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | THCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | THCGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | THCGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | THCGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | THCGX vs BLUEX |
Lowest Drawdown Alternatives to THCGX
THCGX has a 1-year max drawdown of -15.53%. There are 228 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 | THCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | THCGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | THCGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | THCGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | THCGX vs DNVYX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, THOIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 17.68% | — | Dec 2002 | THCGX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 17.56% | — | Dec 2002 | THCGX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 91 | 11.81% | — | Jul 2006 | THCGX vs THOIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 50 | 0.81% | — | Dec 2007 | THCGX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 14 | 3.20% | — | Sep 2015 | THCGX vs TBWIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 47 | 10.66% | — | May 1998 | THCGX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 75 | 2.21% | — | Mar 2009 | THCGX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 77 | 1.84% | — | Jul 1991 | THCGX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 16 | 12.73% | — | Jan 2007 | THCGX vs TINGX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 16 | 10.35% | — | Oct 1995 | THCGX vs TVAFX |
Often Compared With THCGX
Investors most often compare THCGX with LTMFX, CHASX, IOLZX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 68 | 0.89% | — | Sep 1984 | THCGX vs LTMFX | |
| Chase Growth Fund | Large Cap Growth Equities | 88 | 25.63% | — | Dec 1997 | THCGX vs CHASX | |
| ICON Equity Fund | Large Cap Growth Equities | 84 | 30.41% | — | Oct 2002 | THCGX vs IOLZX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.46% | — | Oct 2002 | THCGX vs TILIX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 84 | 26.16% | — | Jun 2019 | THCGX vs FOKFX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | Large Cap Growth Equities | 85 | 15.58% | — | May 2008 | THCGX vs FSSKX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 70 | 11.06% | — | Jun 2012 | THCGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | THCGX vs GQEPX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.73% | — | Nov 2013 | THCGX vs FCGSX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 53 | 26.79% | — | Dec 2011 | THCGX vs CPEAX |
Compare THCGX with Any Fund or Stock
Compare THCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THCGX with funds that move differently
Thornburg Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THCGX.
Explore THCGX Diversifiers