Clarkston Fund (CILGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CILGX
CILGX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CILGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CILGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CILGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CILGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CILGX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CILGX vs TILVX |
Best Risk-Adjusted Alternatives to CILGX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | CILGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CILGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CILGX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CILGX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CILGX vs VALAX |
Top Performing CILGX Alternatives (YTD)
CILGX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CILGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CILGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CILGX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CILGX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CILGX vs HFCVX |
Lowest Volatility Alternatives to CILGX
CILGX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CILGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CILGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CILGX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CILGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CILGX vs ACIIX |
Lowest Drawdown Alternatives to CILGX
CILGX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CILGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CILGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CILGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CILGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CILGX vs PSECX |
Other Mutual Funds from Clarkston Funds
Most popular Clarkston Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Clarkston Partners Fund | Mid Cap Value Equities | 2 | -4.68% | Sep 15, 2015 | CILGX vs CISMX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | CILGX vs CIMDX |
Often Compared With CILGX
What investors most often compare with CILGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CILGX vs SPY |
Compare CILGX with Any Fund or Stock
Compare CILGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.