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 292 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | AQEIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AQEIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AQEIX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | AQEIX vs TILIX |
Best Risk-Adjusted Alternatives to AQEIX
AQEIX has a PortfoliosLab risk / return rank of 6. There are 372 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | AQEIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | AQEIX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | AQEIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | AQEIX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | AQEIX vs VHCAX |
Top Performing AQEIX Alternatives (YTD)
AQEIX is at 1.52% YTD. There are 354 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 | AQEIX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | AQEIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | AQEIX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | AQEIX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | AQEIX vs CHAIX |
Lowest Volatility Alternatives to AQEIX
AQEIX has 11.41% 1-year volatility. There are 7 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | AQEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | AQEIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | AQEIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | AQEIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | AQEIX vs GQEPX |
Lowest Drawdown Alternatives to AQEIX
AQEIX has a 1-year max drawdown of -7.02%. There are 2 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 | AQEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AQEIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AQEIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AQEIX vs DNVYX | |
| Timothy Plan Large/Mid Cap Growth Fund | -8.08% | — | Oct 2000 | AQEIX vs TLGAX |
Other Mutual Funds from LKCM
The 6 most viewed LKCM mutual funds shown here include LKFIX, LKEQX, LKSCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LKCM Fixed Income Fund | Corporate Bonds | 34 | -0.07% | — | Dec 1997 | AQEIX vs LKFIX | |
| LKCM Equity Fund | Large Cap Growth Equities | 16 | 3.83% | — | Jan 1996 | AQEIX vs LKEQX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 38 | 7.72% | — | Jul 1994 | AQEIX vs LKSCX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 11 | 5.64% | — | May 2011 | AQEIX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 14 | 2.09% | — | Dec 1997 | AQEIX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 28 | 9.19% | — | May 2019 | AQEIX vs LKINX |
Often Compared With AQEIX
Investors most often compare AQEIX with AVEMX, AVEGX, FTEC. These 20 comparison targets span 6 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