Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund (CMPVX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CMPVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMPVX
CMPVX charges 0.15% annually. There are 53 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CMPVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CMPVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CMPVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CMPVX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CMPVX vs VTMFX |
Best Risk-Adjusted Alternatives to CMPVX
CMPVX has a PortfoliosLab risk / return rank of 49. There are 343 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CMPVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CMPVX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CMPVX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CMPVX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CMPVX vs AOBLX |
Top Performing CMPVX Alternatives (YTD)
CMPVX is at 6.46% YTD. There are 206 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | CMPVX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | CMPVX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | CMPVX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | CMPVX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | CMPVX vs IOEZX |
Lowest Volatility Alternatives to CMPVX
CMPVX has 8.64% 1-year volatility. There are 271 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CMPVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | CMPVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CMPVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CMPVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | CMPVX vs CSTAX |
Lowest Drawdown Alternatives to CMPVX
CMPVX has a 1-year max drawdown of -6.52%. There are 301 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CMPVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CMPVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CMPVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CMPVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CMPVX vs CSTAX |
Often Compared With CMPVX
Investors most often compare CMPVX with FITLX, CRQSX, CMMVX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CMPVX with Any Fund or Stock
Compare CMPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMPVX with funds that move differently
Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMPVX.
Explore CMPVX Diversifiers