Zevenbergen Growth Fund (ZVNBX) 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 ZVNBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ZVNBX
ZVNBX 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 | ZVNBX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ZVNBX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ZVNBX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ZVNBX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ZVNBX vs VRGWX |
Best Risk-Adjusted Alternatives to ZVNBX
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 | ZVNBX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | ZVNBX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | ZVNBX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | ZVNBX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | ZVNBX vs FDSSX |
Top Performing ZVNBX 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 | ZVNBX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | ZVNBX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | ZVNBX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | ZVNBX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | ZVNBX vs VPMCX |
Lowest Volatility Alternatives to ZVNBX
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 | ZVNBX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | ZVNBX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | ZVNBX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ZVNBX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | ZVNBX vs GQEPX |
Lowest Drawdown Alternatives to ZVNBX
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 | ZVNBX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ZVNBX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ZVNBX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ZVNBX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ZVNBX vs DNVYX |
Other Mutual Funds from Zevenbergen
The 1 most viewed Zevenbergen mutual funds shown here include ZVGNX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Zevenbergen Genea Fund | Large Cap Growth Equities | — | — | — | Aug 2015 | ZVNBX vs ZVGNX |
Often Compared With ZVNBX
Investors most often compare ZVNBX with DFUS, VUG, DFUSX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ZVNBX with Any Fund or Stock
Compare ZVNBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZVNBX with funds that move differently
Zevenbergen Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZVNBX.
Explore ZVNBX Diversifiers