Zacks All-Cap Core Fund (CZOVX) belongs to the Large 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 CZOVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CZOVX
CZOVX charges 1.00% annually. There are 312 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CZOVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CZOVX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CZOVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CZOVX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | CZOVX vs WBREOX |
Best Risk-Adjusted Alternatives to CZOVX
CZOVX has a PortfoliosLab risk / return rank of 64. There are 157 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | CZOVX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | CZOVX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | CZOVX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CZOVX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | CZOVX vs VPMAX |
Top Performing CZOVX Alternatives (YTD)
CZOVX is at 12.70% YTD. There are 74 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | CZOVX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | CZOVX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | CZOVX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | CZOVX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | CZOVX vs VPMAX |
Lowest Volatility Alternatives to CZOVX
CZOVX has 12.72% 1-year volatility. There are 195 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | CZOVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | CZOVX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | CZOVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | CZOVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | CZOVX vs JEPIX |
Lowest Drawdown Alternatives to CZOVX
CZOVX has a 1-year max drawdown of -8.49%. There are 75 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | CZOVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CZOVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CZOVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CZOVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CZOVX vs QUERX |
Other Mutual Funds from Zacks
The 2 most viewed Zacks mutual funds shown here include ZDIVX, ZSCCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Zacks Dividend Fund | Large Cap Value Equities | 83 | 12.31% | — | Jan 2014 | CZOVX vs ZDIVX | |
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | 80 | 25.36% | — | Jun 2011 | CZOVX vs ZSCCX |
Often Compared With CZOVX
Investors most often compare CZOVX with AMIGX, FSPGX, FEQHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CZOVX with Any Fund or Stock
Compare CZOVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CZOVX with funds that move differently
Zacks All-Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CZOVX.
Explore CZOVX Diversifiers