Catholic Responsible Investments Small-Cap Fund (CRSSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CRSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRSSX
CRSSX charges 0.29% annually. There are 22 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | CRSSX vs FSSNX | |
| Dimensional Small Cap Equity Fund | 0.03% | — | Jan 2013 | CRSSX vs DSM | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CRSSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | CRSSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | CRSSX vs SWSSX |
Best Risk-Adjusted Alternatives to CRSSX
CRSSX has a PortfoliosLab risk / return rank of 75. There are 55 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | CRSSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | CRSSX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | CRSSX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | CRSSX vs RIVSX | |
| Royce Micro Cap Series Fund | 89 | — | Dec 1991 | CRSSX vs RYOTX |
Top Performing CRSSX Alternatives (YTD)
CRSSX is at 20.58% YTD. There are 74 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.64% | — | Dec 1991 | CRSSX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.09% | — | Dec 2007 | CRSSX vs PVIVX | |
| River Oak Discovery Fund | 32.72% | — | Jun 2005 | CRSSX vs RIVSX | |
| Hodges Small Cap Fund | 32.61% | — | Dec 2007 | CRSSX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.88% | — | Apr 1997 | CRSSX vs WWSIX |
Lowest Volatility Alternatives to CRSSX
CRSSX has 17.80% 1-year volatility. There are 69 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 10.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Small Cap Equity Fund | 10.40% | — | Jan 2013 | CRSSX vs DSM | |
| Hennessy Cornerstone Growth Fund | 13.55% | — | Nov 1996 | CRSSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | CRSSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.65% | — | Feb 2017 | CRSSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.82% | — | Jul 2000 | CRSSX vs SSLCX |
Lowest Drawdown Alternatives to CRSSX
CRSSX has a 1-year max drawdown of -8.60%. There are 10 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.95%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Small Cap Equity Fund | -6.95% | — | Jan 2013 | CRSSX vs DSM | |
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | CRSSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CRSSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | CRSSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | CRSSX vs DFSCX |
Other Mutual Funds from Catholic Responsible Investments Funds
The 10 most viewed Catholic Responsible Investments Funds mutual funds shown here include CRQSX, CMPVX, CMUVX and span 6 categories.
Often Compared With CRSSX
Investors most often compare CRSSX with LMSIX, CAMSX, SSCDX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CRSSX with Any Fund or Stock
Compare CRSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRSSX with funds that move differently
Catholic Responsible Investments Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRSSX.
Explore CRSSX Diversifiers