Columbia Cornerstone Equity Fund Institutional Class 3 (CLEYX) 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 CLEYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CLEYX
CLEYX charges 0.55% annually. There are 69 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 | CLEYX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | CLEYX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CLEYX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CLEYX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CLEYX vs VIGAX |
Best Risk-Adjusted Alternatives to CLEYX
CLEYX has a PortfoliosLab risk / return rank of 47. There are 36 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | CLEYX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | CLEYX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | CLEYX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | CLEYX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | CLEYX vs CHASX |
Top Performing CLEYX Alternatives (YTD)
CLEYX is at 9.98% YTD. There are 97 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 | CLEYX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | CLEYX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | CLEYX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | CLEYX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | CLEYX vs FOCKX |
Lowest Volatility Alternatives to CLEYX
CLEYX has 12.79% 1-year volatility. There are 22 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | CLEYX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | CLEYX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | CLEYX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | CLEYX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | CLEYX vs GQEPX |
Lowest Drawdown Alternatives to CLEYX
CLEYX has a 1-year max drawdown of -10.52%. There are 49 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 | CLEYX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CLEYX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CLEYX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CLEYX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CLEYX vs DNVYX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 94 | 49.58% | — | Jun 1983 | CLEYX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 87 | 11.64% | — | Mar 1998 | CLEYX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 87 | 11.73% | — | Nov 2012 | CLEYX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 86 | 11.51% | — | Nov 2002 | CLEYX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 93 | 48.54% | — | May 1994 | CLEYX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 42 | 21.16% | — | Nov 2000 | CLEYX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 43 | 21.32% | — | Nov 2000 | CLEYX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 42 | 10.13% | — | Dec 1992 | CLEYX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 47 | 6.54% | — | Sep 1991 | CLEYX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.68% | — | Mar 2008 | CLEYX vs COSZX |
Often Compared With CLEYX
Investors most often compare CLEYX with VOOG, RYGRX, FCGSX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CLEYX with Any Fund or Stock
Compare CLEYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CLEYX with funds that move differently
Columbia Cornerstone Equity Fund Institutional Class 3 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLEYX.
Explore CLEYX Diversifiers