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 294 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | AQEIX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AQEIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | AQEIX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | AQEIX vs VIGAX | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | 0.05% | — | Apr 2019 | AQEIX vs VSPGX |
Best Risk-Adjusted Alternatives to AQEIX
AQEIX has a PortfoliosLab risk / return rank of 16. There are 272 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | AQEIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | AQEIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | AQEIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | AQEIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | AQEIX vs FZAPX |
Top Performing AQEIX Alternatives (YTD)
AQEIX is at 4.74% YTD. There are 280 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | AQEIX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | AQEIX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | AQEIX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | AQEIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | AQEIX vs GTLLX |
Lowest Volatility Alternatives to AQEIX
AQEIX has 11.58% 1-year volatility. There are 6 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | AQEIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | AQEIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | AQEIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | AQEIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | 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 | |
| CIBC Atlas Equity Income Fund | -8.35% | — | Apr 2010 | AQEIX vs AWYIX |
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 | 21 | -0.07% | — | Dec 1997 | AQEIX vs LKFIX | |
| LKCM Small Cap Equity Fund | Small Cap Growth Equities | 39 | 9.14% | — | Jul 1994 | AQEIX vs LKSCX | |
| LKCM Equity Fund | Large Cap Growth Equities | 25 | 7.66% | — | Jan 1996 | AQEIX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 16 | 5.90% | — | May 2011 | AQEIX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 23 | 3.91% | — | Dec 1997 | AQEIX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 43 | 10.46% | — | 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
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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