Zacks All-Cap Core Fund (CZOVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CZOVX
CZOVX charges 1.00% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among CZOVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | CZOVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | CZOVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | CZOVX vs SSSYX |
Best Risk-Adjusted Alternatives to CZOVX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | CZOVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | CZOVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | CZOVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | CZOVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | CZOVX vs DHAMX |
Top Performing CZOVX Alternatives (YTD)
CZOVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | CZOVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | CZOVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | CZOVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | CZOVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | CZOVX vs RCKSX |
Lowest Volatility Alternatives to CZOVX
CZOVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | CZOVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | CZOVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | CZOVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | CZOVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | CZOVX vs QUERX |
Lowest Drawdown Alternatives to CZOVX
CZOVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | CZOVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | CZOVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | CZOVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | CZOVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | CZOVX vs GQEIX |
Other Mutual Funds from Zacks
Most popular Zacks mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Zacks Dividend Fund | Large Cap Value Equities | 49 | 0.04% | Jan 31, 2014 | CZOVX vs ZDIVX | |
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | 44 | -1.81% | Jun 30, 2011 | CZOVX vs ZSCCX |
Often Compared With CZOVX
What investors most often compare with CZOVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Amana Growth Fund | Large Cap Growth Equities | 63 | -6.50% | Sep 25, 2013 | CZOVX vs AMIGX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | CZOVX vs FSPGX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | CZOVX vs VITPX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | CZOVX vs WBREOX |
Compare CZOVX with Any Fund or Stock
Compare CZOVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.