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 a closer substitute for your current allocation.
Cheapest Alternatives to AQEIX
AQEIX charges 1.00% annually. There are 296 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 | AQEIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AQEIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | AQEIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | AQEIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | AQEIX vs VIGAX |
Best Risk-Adjusted Alternatives to AQEIX
AQEIX has a PortfoliosLab risk / return rank of 14. There are 337 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | AQEIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | AQEIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | AQEIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | AQEIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | AQEIX vs POGRX |
Top Performing AQEIX Alternatives (YTD)
AQEIX is at 3.05% YTD. There are 371 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | AQEIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | AQEIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | AQEIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | AQEIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | AQEIX vs FOKFX |
Lowest Volatility Alternatives to AQEIX
AQEIX has 11.08% 1-year volatility. There are 8 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | AQEIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | AQEIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | AQEIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | AQEIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | AQEIX vs AWYIX |
Lowest Drawdown Alternatives to AQEIX
AQEIX has a 1-year max drawdown of -7.02%. There are 4 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | AQEIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AQEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AQEIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | AQEIX vs GQEPX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AQEIX vs MRFOX |
Other Mutual Funds from LKCM
The 6 most viewed LKCM mutual funds shown here include LKFIX, LKSCX, LKEQX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LKCM Fixed Income Fund | Corporate Bonds | 38 | 0.19% | — | Dec 1997 | AQEIX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 34 | 7.59% | — | Jul 1994 | AQEIX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 32 | 6.14% | — | Jan 1996 | AQEIX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 9 | 5.37% | — | May 2011 | AQEIX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 21 | 2.48% | — | Dec 1997 | AQEIX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 25 | 10.78% | — | May 2019 | AQEIX vs LKINX |
Often Compared With AQEIX
Investors most often compare AQEIX with AVEMX, AVEGX, FTEC. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare AQEIX with Any Fund or Stock
Compare AQEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AQEIX with funds that move differently
LKCM Aquinas Catholic Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQEIX.
Explore AQEIX Diversifiers