LKCM Aquinas Catholic Equity Fund (AQEIX) Alternatives
LKCM Aquinas Catholic Equity Fund (AQEIX) 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 AQEIX. 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 AQEIX
AQEIX charges 1.00% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among AQEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | AQEIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | AQEIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | AQEIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | AQEIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | AQEIX vs VIGAX |
Best Risk-Adjusted Alternatives to AQEIX
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 | 87 | Mar 6, 2020 | AQEIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | AQEIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | AQEIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | AQEIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | AQEIX vs VTMGX |
Top Performing AQEIX Alternatives (YTD)
AQEIX 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... | 9.79% | Sep 28, 2018 | AQEIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | AQEIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | AQEIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | AQEIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | AQEIX vs AMRGX |
Lowest Volatility Alternatives to AQEIX
AQEIX 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 | 10.98% | Jan 10, 1991 | AQEIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | AQEIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | AQEIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | AQEIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | AQEIX vs PROVX |
Lowest Drawdown Alternatives to AQEIX
AQEIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | AQEIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | AQEIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | AQEIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | AQEIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | AQEIX vs BBLIX |
Other Mutual Funds from LKCM
Most popular LKCM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LKCM Fixed Income Fund | Corporate Bonds | 84 | -0.38% | Dec 30, 1997 | AQEIX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 40 | -4.34% | Jul 14, 1994 | AQEIX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 30 | -3.56% | Jan 3, 1996 | AQEIX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 9 | -6.34% | May 2, 2011 | AQEIX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 21 | -3.07% | Dec 29, 1997 | AQEIX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 44 | -1.46% | May 1, 2019 | AQEIX vs LKINX |
Often Compared With AQEIX
What investors most often compare with AQEIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ave Maria Value Fund | Mid Cap Blend Equities | 12 | 7.40% | May 1, 2001 | AQEIX vs AVEMX | |
| Ave Maria Growth Fund | Large Cap Growth Equities | 10 | -6.20% | May 1, 2003 | AQEIX vs AVEGX | |
| Fidelity MSCI Information Technology Index ETF | Technology Equities | 68 | -7.30% | Oct 21, 2013 | AQEIX vs FTEC |
Compare AQEIX with Any Fund or Stock
Compare AQEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.