Zevenbergen Genea Fund (ZVGNX) 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 ZVGNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ZVGNX
ZVGNX charges 1.30% annually. There are 370 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 | ZVGNX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ZVGNX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | ZVGNX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ZVGNX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ZVGNX vs VRGWX |
Best Risk-Adjusted Alternatives to ZVGNX
ZVGNX has a PortfoliosLab risk / return rank of 6. There are 370 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 | ZVGNX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | ZVGNX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | ZVGNX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | ZVGNX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | ZVGNX vs CHAIX |
Top Performing ZVGNX Alternatives (YTD)
ZVGNX is at 1.12% YTD. There are 363 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 | ZVGNX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | ZVGNX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | ZVGNX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | ZVGNX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | ZVGNX vs FUMIX |
Lowest Volatility Alternatives to ZVGNX
ZVGNX has 28.38% 1-year volatility. There are 407 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 | ZVGNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | ZVGNX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | ZVGNX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | ZVGNX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | ZVGNX vs BLUEX |
Lowest Drawdown Alternatives to ZVGNX
ZVGNX has a 1-year max drawdown of -32.10%. There are 415 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 | ZVGNX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ZVGNX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ZVGNX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ZVGNX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ZVGNX vs DNVYX |
Other Mutual Funds from Zevenbergen Capital Investments
The 1 most viewed Zevenbergen Capital Investments mutual funds shown here include ZVNBX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Zevenbergen Growth Fund | Large Cap Growth Equities | 4 | -0.07% | — | Aug 2015 | ZVGNX vs ZVNBX |
Often Compared With ZVGNX
Investors most often compare ZVGNX with VOO, SPY, VIOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare ZVGNX with Any Fund or Stock
Compare ZVGNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZVGNX with funds that move differently
Zevenbergen Genea Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZVGNX.
Explore ZVGNX Diversifiers