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 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 | ZVGNX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ZVGNX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ZVGNX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ZVGNX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ZVGNX vs VRGWX |
Best Risk-Adjusted Alternatives to ZVGNX
Among 419 mutual funds in the Large Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | ZVGNX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | ZVGNX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | ZVGNX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | ZVGNX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | ZVGNX vs FDSSX |
Top Performing ZVGNX Alternatives (YTD)
Among 419 mutual funds in the Large Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | ZVGNX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | ZVGNX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | ZVGNX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | ZVGNX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | ZVGNX vs VPMCX |
Lowest Volatility Alternatives to ZVGNX
Among 419 mutual funds in the Large Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | ZVGNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | ZVGNX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | ZVGNX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ZVGNX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | ZVGNX vs GQEPX |
Lowest Drawdown Alternatives to ZVGNX
Among 419 mutual funds in the Large Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go 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
The 1 most viewed Zevenbergen 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 | — | — | — | Aug 2015 | ZVGNX vs ZVNBX |
Often Compared With ZVGNX
Investors most often compare ZVGNX with VOO, SPY, VIOO. These 20 comparison targets span 9 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