Zevenbergen Growth Fund (ZVNBX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ZVNBX

ZVNBX charges 1.30% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ZVNBX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	ZVNBX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	ZVNBX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	ZVNBX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	ZVNBX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	Nov 13, 2000	ZVNBX vs VIGAX

Best Risk-Adjusted Alternatives to ZVNBX

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
ONERX	One Rock Fund	91	Mar 6, 2020	ZVNBX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	ZVNBX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	ZVNBX vs VTMGX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	ZVNBX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	ZVNBX vs BPTRX

Top Performing ZVNBX Alternatives (YTD)

ZVNBX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.54%	Sep 28, 2018	ZVNBX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	ZVNBX vs VTMGX
IOLZX	ICON Equity Fund	2.04%	Oct 17, 2002	ZVNBX vs IOLZX
AMRGX	American Growth Fund Series One	1.60%	Jul 31, 1958	ZVNBX vs AMRGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	ZVNBX vs BBLIX

Lowest Volatility Alternatives to ZVNBX

ZVNBX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	11.01%	Jan 10, 1991	ZVNBX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	ZVNBX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	ZVNBX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	12.61%	Jun 18, 2012	ZVNBX vs TVRIX
PROVX	Provident Trust Strategy Fund	14.60%	Dec 30, 1986	ZVNBX vs PROVX

Lowest Drawdown Alternatives to ZVNBX

ZVNBX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	ZVNBX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	ZVNBX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	ZVNBX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	ZVNBX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	ZVNBX vs BBLIX

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
ZVGNX	Zevenbergen Genea Fund	Large Cap Growth Equities	10	-18.70%	Aug 31, 2015	ZVNBX vs ZVGNX

Often Compared With ZVNBX

What investors most often compare with ZVNBX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VUG	Vanguard Growth ETF	Large Cap Growth Equities	44	-9.39%	Nov 13, 2000	ZVNBX vs VUG
XLI	Industrial Select Sector SPDR Fund	Industrials Equities	75	6.30%	Dec 16, 1998	ZVNBX vs XLI
DFUS	Dimensional U.S. Equity ETF	Large Cap Blend Equities, Actively Managed	60	-3.43%	Jun 14, 2021	ZVNBX vs DFUS
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	ZVNBX vs SPY
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	55	-4.33%	Sep 23, 1999	ZVNBX vs DFUSX
FXH	First Trust Health Care AlphaDEX Fund	Health & Biotech Equities	24	-2.64%	May 8, 2007	ZVNBX vs FXH
PAVE	Global X US Infrastructure Development ETF	Utilities Equities	85	8.16%	Mar 6, 2017	ZVNBX vs PAVE
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	64	-3.77%	Oct 9, 2015	ZVNBX vs SPMO
XAR	SPDR S&P Aerospace & Defense ETF	Industrials Equities, Aerospace & Defense	91	7.80%	Sep 28, 2011	ZVNBX vs XAR
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	79	-5.56%	Mar 15, 2001	ZVNBX vs ANFFX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	Large Cap Growth Equities	37	-9.78%	Oct 1, 2002	ZVNBX vs TILIX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	8	-7.53%	Jun 30, 2000	ZVNBX vs GXXIX

Compare ZVNBX with Any Fund or Stock

Compare ZVNBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Zevenbergen Growth Fund

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