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 307 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | CZOVX vs SSSYX |
Best Risk-Adjusted Alternatives to CZOVX
CZOVX has a PortfoliosLab risk / return rank of 68. There are 94 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | CZOVX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | CZOVX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | CZOVX vs POSKX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | CZOVX vs DHAMX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | CZOVX vs GTLOX |
Top Performing CZOVX Alternatives (YTD)
CZOVX is at 12.05% YTD. There are 65 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.81% | 15.30B | Dec 2004 | CZOVX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | CZOVX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.23% | — | Dec 2015 | CZOVX vs RESGX | |
| Archer Multi Cap Fund | 26.58% | — | Dec 2019 | CZOVX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.32% | — | Jan 1995 | CZOVX vs IGIAX |
Lowest Volatility Alternatives to CZOVX
CZOVX has 11.97% 1-year volatility. There are 161 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | CZOVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | CZOVX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | CZOVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.93% | — | Jul 2012 | CZOVX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | CZOVX vs FULVX |
Lowest Drawdown Alternatives to CZOVX
CZOVX has a 1-year max drawdown of -8.49%. There are 76 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 | 57 | 8.87% | — | Jan 2014 | CZOVX vs ZDIVX | |
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | 52 | 16.80% | — | 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