Columbia Select Large Cap Growth Fund (UMLGX) 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 UMLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UMLGX
UMLGX charges 0.80% annually. There are 194 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 | UMLGX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | UMLGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | UMLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | UMLGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | UMLGX vs VRGWX |
Best Risk-Adjusted Alternatives to UMLGX
UMLGX has a PortfoliosLab risk / return rank of 9. There are 293 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | UMLGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | UMLGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | UMLGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | UMLGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | UMLGX vs FDSSX |
Top Performing UMLGX Alternatives (YTD)
UMLGX is at 5.95% YTD. There are 151 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | UMLGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | UMLGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | UMLGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | UMLGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | UMLGX vs VPMCX |
Lowest Volatility Alternatives to UMLGX
UMLGX has 17.87% 1-year volatility. There are 246 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 | UMLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | UMLGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | UMLGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | UMLGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | UMLGX vs GQEPX |
Lowest Drawdown Alternatives to UMLGX
UMLGX has a 1-year max drawdown of -16.42%. There are 272 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 | UMLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | UMLGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | UMLGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | UMLGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | UMLGX vs DNVYX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.
Often Compared With UMLGX
Investors most often compare UMLGX with FOCPX, FOCKX, POGRX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare UMLGX with Any Fund or Stock
Compare UMLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UMLGX with funds that move differently
Columbia Select Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UMLGX.
Explore UMLGX Diversifiers