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 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 | ZVNBX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ZVNBX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | ZVNBX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ZVNBX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ZVNBX vs VRGWX |
Best Risk-Adjusted Alternatives to ZVNBX
ZVNBX has a PortfoliosLab risk / return rank of 4. There are 392 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 | ZVNBX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | ZVNBX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | ZVNBX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | ZVNBX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | ZVNBX vs CHAIX |
Top Performing ZVNBX Alternatives (YTD)
ZVNBX is at -0.07% YTD. There are 380 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 | ZVNBX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | ZVNBX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | ZVNBX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | ZVNBX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | ZVNBX vs FUMIX |
Lowest Volatility Alternatives to ZVNBX
ZVNBX has 24.04% 1-year volatility. There are 396 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 | ZVNBX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | ZVNBX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | ZVNBX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | ZVNBX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | ZVNBX vs BLUEX |
Lowest Drawdown Alternatives to ZVNBX
ZVNBX has a 1-year max drawdown of -26.79%. There are 407 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 | 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 Capital Investments
The 1 most viewed Zevenbergen Capital Investments 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 | 6 | 1.12% | — | Aug 2015 | ZVNBX vs ZVGNX |
Often Compared With ZVNBX
Investors most often compare ZVNBX with VUG, DFUS, DFUSX. These 20 comparison targets span 8 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