Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund (CMPVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CMPVX
CMPVX charges 0.15% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CMPVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CMPVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CMPVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CMPVX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CMPVX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CMPVX vs BWBIX |
Best Risk-Adjusted Alternatives to CMPVX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CMPVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CMPVX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CMPVX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CMPVX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CMPVX vs PMAIX |
Top Performing CMPVX Alternatives (YTD)
CMPVX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CMPVX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CMPVX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CMPVX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CMPVX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CMPVX vs CONWX |
Lowest Volatility Alternatives to CMPVX
CMPVX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CMPVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CMPVX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CMPVX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CMPVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CMPVX vs SICIX |
Lowest Drawdown Alternatives to CMPVX
CMPVX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CMPVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CMPVX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CMPVX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CMPVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CMPVX vs SICIX |
Often Compared With CMPVX
What investors most often compare with CMPVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity US Sustainability Index Fund | Large Cap Blend Equities | 51 | -8.73% | May 9, 2017 | CMPVX vs FITLX | |
| Catholic Responsible Investments Equity Index Fund | Large Cap Blend Equities | 39 | -7.19% | Dec 2, 2021 | CMPVX vs CRQSX | |
| Catholic Responsible Investments Magnus 75/25 Fund | Diversified Portfolio | 44 | -4.31% | Dec 2, 2021 | CMPVX vs CMUVX |
Compare CMPVX with Any Fund or Stock
Compare CMPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.