Clarkston Fund (CILGX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CILGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CILGX
CILGX charges 0.70% annually. There are 120 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CILGX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | CILGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CILGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CILGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | CILGX vs VVIAX |
Best Risk-Adjusted Alternatives to CILGX
CILGX has a PortfoliosLab risk / return rank of 4. There are 324 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CILGX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CILGX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | CILGX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | CILGX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | CILGX vs SABTX |
Top Performing CILGX Alternatives (YTD)
CILGX is at -6.09% YTD. There are 328 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | CILGX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | CILGX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | CILGX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | CILGX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | CILGX vs PXTIX |
Lowest Volatility Alternatives to CILGX
CILGX has 15.43% 1-year volatility. There are 318 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | CILGX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CILGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | CILGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | CILGX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | CILGX vs FLCCX |
Lowest Drawdown Alternatives to CILGX
CILGX has a 1-year max drawdown of -12.06%. There are 316 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | CILGX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CILGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CILGX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | CILGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CILGX vs SVAIX |
Other Mutual Funds from Clarkston Funds
The 2 most viewed Clarkston Funds mutual funds shown here include CISMX, CIMDX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Clarkston Partners Fund | Mid Cap Value Equities | 3 | -0.48% | — | Sep 2015 | CILGX vs CISMX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 4 | -4.16% | — | Jan 2017 | CILGX vs CIMDX |
Often Compared With CILGX
Investors most often compare CILGX with SPY, ACIIX, AVERX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CILGX with Any Fund or Stock
Compare CILGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CILGX with funds that move differently
Clarkston Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CILGX.
Explore CILGX Diversifiers