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 116 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CILGX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CILGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CILGX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CILGX vs TILVX |
Best Risk-Adjusted Alternatives to CILGX
CILGX has a PortfoliosLab risk / return rank of 15. There are 309 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | CILGX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | CILGX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | CILGX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | CILGX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | CILGX vs LSVVX |
Top Performing CILGX Alternatives (YTD)
CILGX is at 3.60% YTD. There are 314 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | CILGX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | CILGX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | CILGX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | CILGX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | CILGX vs AVLVX |
Lowest Volatility Alternatives to CILGX
CILGX has 18.16% 1-year volatility. There are 313 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CILGX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | CILGX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | CILGX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | CILGX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | CILGX vs ACIIX |
Lowest Drawdown Alternatives to CILGX
CILGX has a 1-year max drawdown of -12.30%. There are 307 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CILGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CILGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CILGX vs BUFBX | |
| Torray Equity Income 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 | 14 | 9.20% | — | Sep 2015 | CILGX vs CISMX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 13 | 3.55% | — | Jan 2017 | CILGX vs CIMDX |
Often Compared With CILGX
Investors most often compare CILGX with SPY, AVERX, TOWFX. These 20 comparison targets span 7 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