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 190 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | UMLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | UMLGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | UMLGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | UMLGX vs TILIX |
Best Risk-Adjusted Alternatives to UMLGX
UMLGX has a PortfoliosLab risk / return rank of 13. There are 292 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 | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | UMLGX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | UMLGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | UMLGX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | UMLGX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | UMLGX vs CHAIX |
Top Performing UMLGX Alternatives (YTD)
UMLGX is at 9.21% YTD. There are 141 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | UMLGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | UMLGX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | UMLGX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | UMLGX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | UMLGX vs FUMIX |
Lowest Volatility Alternatives to UMLGX
UMLGX has 17.11% 1-year volatility. There are 227 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | UMLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | UMLGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | UMLGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | UMLGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | UMLGX vs BLUEX |
Lowest Drawdown Alternatives to UMLGX
UMLGX has a 1-year max drawdown of -16.42%. There are 271 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, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 55.72% | — | Jun 1983 | UMLGX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 10.13% | — | Mar 1998 | UMLGX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 80 | 10.23% | — | Nov 2012 | UMLGX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 78 | 10.01% | — | Nov 2002 | UMLGX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 54.69% | — | May 1994 | UMLGX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 66 | 26.55% | — | Nov 2000 | UMLGX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 67 | 26.70% | — | Nov 2000 | UMLGX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 43 | 8.76% | — | Dec 1992 | UMLGX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 47 | 5.79% | — | Sep 1991 | UMLGX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 32 | 3.73% | — | Mar 2008 | UMLGX vs COSZX |
Often Compared With UMLGX
Investors most often compare UMLGX with FOCPX, FOCKX, GQEPX. These 11 comparison targets span 2 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