Zevenbergen Genea Fund (ZVGNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ZVGNX
ZVGNX charges 1.30% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ZVGNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 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% | Dec 20, 2017 | ZVGNX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | ZVGNX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | ZVGNX vs TILIX |
Best Risk-Adjusted Alternatives to ZVGNX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 90 | Mar 6, 2020 | ZVGNX vs ONERX | |
| Fidelity Series Growth Company Fund | 86 | Nov 7, 2013 | ZVGNX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 84 | Aug 17, 1999 | ZVGNX vs VTMGX | |
| Chase Growth Fund | 81 | Dec 2, 1997 | ZVGNX vs CHASX | |
| American Funds The New Economy Fund Class F-1 | 79 | Mar 15, 2001 | ZVGNX vs ANFFX |
Top Performing ZVGNX Alternatives (YTD)
ZVGNX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 8.89% | Sep 28, 2018 | ZVGNX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 3.56% | Aug 17, 1999 | ZVGNX vs VTMGX | |
| One Rock Fund | 3.43% | Mar 6, 2020 | ZVGNX vs ONERX | |
| American Growth Fund Series One | 3.06% | Jul 31, 1958 | ZVGNX vs AMRGX | |
| ICON Equity Fund | 2.99% | Oct 17, 2002 | ZVGNX vs IOLZX |
Lowest Volatility Alternatives to ZVGNX
ZVGNX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | ZVGNX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | ZVGNX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.46% | Sep 28, 2018 | ZVGNX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.62% | Jun 18, 2012 | ZVGNX vs TVRIX | |
| Provident Trust Strategy Fund | 14.57% | Dec 30, 1986 | ZVGNX vs PROVX |
Lowest Drawdown Alternatives to ZVGNX
ZVGNX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -5.00% | Sep 9, 2019 | ZVGNX vs BBLIX | |
| Meridian Enhanced Equity Fund | -6.59% | Jan 31, 2005 | ZVGNX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | Sep 28, 2018 | ZVGNX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | Jul 11, 2005 | ZVGNX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | Dec 29, 2015 | ZVGNX vs MRFOX |
Other Mutual Funds from Zevenbergen Capital Investments
Most popular Zevenbergen Capital Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Zevenbergen Growth Fund | Large Cap Growth Equities | 8 | -14.05% | Aug 31, 2015 | ZVGNX vs ZVNBX |
Often Compared With ZVGNX
What investors most often compare with ZVGNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 53 | -3.55% | Sep 7, 2010 | ZVGNX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 52 | -3.56% | Jan 22, 1993 | ZVGNX vs SPY | |
| Vanguard S&P Small-Cap 600 ETF | Small Cap Blend Equities | 45 | 4.49% | Sep 7, 2010 | ZVGNX vs VIOO | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -8.02% | Nov 8, 1993 | ZVGNX vs ALAFX | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 28 | -9.31% | Nov 13, 2000 | ZVGNX vs VIGAX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | Large Cap Growth Equities | 63 | -1.02% | Feb 7, 2019 | ZVGNX vs VTWAX |
Compare ZVGNX with Any Fund or Stock
Compare ZVGNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.