Catholic Investor Mutual Funds List
Here you can find all mutual funds issued by Catholic Investor and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 1.01%
- Avg. 1 Year Return
- 21.38%
- Avg. 5 Year Return
- 7.57%
- Median Risk/Return Score
- 63 / 100
Catholic Investor Mutual Funds List
9 results
Explore top Catholic Investor Mutual Fund Categories and Asset Classes
Catholic Investor Equity Mutual fundsCatholic Investor Bond Mutual fundsCatholic Investor Real Estate Mutual fundsCatholic Investor Foreign Large Cap Equities Mutual fundsCatholic Investor Intermediate Core Bond Mutual fundsCatholic Investor Large Cap Blend Equities Mutual fundsCatholic Investor Large Cap Growth Equities Mutual fundsCatholic Investor Large Cap Value Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Catholic Investor Mutual funds by Risk/Return Score
The top Catholic Investor Mutual funds by PortfoliosLab Risk/Return Score are KCLIX (94) and KCVIX (88).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Knights of Columbus Limited Duration Fund | 94 | — | Feb 2015 | |
| Knights of Columbus Large Cap Value Fund | 88 | — | Feb 2015 | |
| Knights of Columbus U.S. All Cap Index Fund | 68 | — | Dec 2019 | |
| Knights of Columbus Small Cap Fund | 65 | — | Feb 2015 | |
| Knights of Columbus Long/Short Equity Fund | 63 | — | Dec 2019 |
Best-Performing Catholic Investor Mutual funds Over 5 Years
The top Catholic Investor Mutual funds is KCGIX (13.58%).
Across the lineup, Catholic Investor Mutual funds show an average 1-year return of 21.38% and an average 5-year return of 7.57%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Knights of Columbus Large Cap Growth Fund | 13.58% | — | Feb 2015 | |
| Knights of Columbus U.S. All Cap Index Fund | 13.45% | — | Dec 2019 | |
| Knights of Columbus Large Cap Value Fund | 12.15% | — | Feb 2015 | |
| Knights of Columbus Long/Short Equity Fund | 9.12% | — | Dec 2019 | |
| Knights of Columbus Small Cap Fund | 8.14% | — | Feb 2015 |
Lowest-Cost Catholic Investor Mutual funds
The top Catholic Investor Mutual funds is KCLIX (0.71%).
With an average expense ratio of 1.01%, Catholic Investor Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Knights of Columbus Limited Duration Fund | 0.71% | — | Feb 2015 | |
| Knights of Columbus Core Bond Fund | 0.71% | — | Feb 2015 | |
| Knights of Columbus Large Cap Growth Fund | 0.90% | — | Feb 2015 | |
| Knights of Columbus Large Cap Value Fund | 0.90% | — | Feb 2015 | |
| Knights of Columbus U.S. All Cap Index Fund | 0.92% | — | Dec 2019 |
Highest-Yield Catholic Investor Mutual funds
The top Catholic Investor Mutual funds is KCSIX (10.28%).
Across the lineup, Catholic Investor Mutual funds show an average dividend yield of 4.49%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Knights of Columbus Small Cap Fund | 10.28% | — | Feb 2015 | |
| Knights of Columbus Large Cap Value Fund | 7.80% | — | Feb 2015 | |
| Knights of Columbus Large Cap Growth Fund | 5.34% | — | Feb 2015 | |
| Knights of Columbus Limited Duration Fund | 4.11% | — | Feb 2015 | |
| Knights of Columbus Core Bond Fund | 4.03% | — | Feb 2015 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
KCXIX vs. CATHKCXIX vs. FXAIXKCXIX vs. VOOKCXIX vs. AVEGXKCXIX vs. FSKAXKCGIX vs. QQQKCGIX vs. AVEGXKCGIX vs. TLGAXKCGIX vs. VIGAXKCGIX vs. TILIXKCVIX vs. AVEGXKCVIX vs. CATHKCVIX vs. VOOKCVIX vs. VIGAXKCVIX vs. PRWCXKCEIX vs. QLEIXKCEIX vs. GARIXKCEIX vs. ATESXKCEIX vs. SPYKCEIX vs. LSOFXKCSIX vs. AUERXKCSIX vs. RYOTXKCSIX vs. AZBIXKCSIX vs. HASCXKCSIX vs. WEMMXKCIIX vs. CATHKCIIX vs. FTIHXKCIIX vs. ANDIXKCIIX vs. PZRIXKCIIX vs. FINVXKCRIX vs. VNQKCRIX vs. FTECKCRIX vs. FRIFXKCRIX vs. QREARXKCRIX vs. FIREXKCLIX vs. AVEGXKCLIX vs. DFCFXKCLIX vs. DLDFXKCLIX vs. VISTXKCLIX vs. TNSHXKCCIX vs. AVEGXKCCIX vs. FSMOXKCCIX vs. DUTMXKCCIX vs. CRAIXKCCIX vs. PCGTX