Carillon ClariVest Capital Appreciation Fund (HRCPX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HRCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRCPX
HRCPX charges 1.00% annually. There are 294 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | HRCPX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | HRCPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HRCPX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | HRCPX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | HRCPX vs VIGAX |
Best Risk-Adjusted Alternatives to HRCPX
HRCPX has a PortfoliosLab risk / return rank of 39. There are 53 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | HRCPX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | HRCPX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | HRCPX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | HRCPX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | HRCPX vs FDSSX |
Top Performing HRCPX Alternatives (YTD)
HRCPX is at 7.93% YTD. There are 97 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | HRCPX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | HRCPX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | HRCPX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | HRCPX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | HRCPX vs VPMCX |
Lowest Volatility Alternatives to HRCPX
HRCPX has 16.50% 1-year volatility. There are 151 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | HRCPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | HRCPX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | HRCPX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | HRCPX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | HRCPX vs GQEPX |
Lowest Drawdown Alternatives to HRCPX
HRCPX has a 1-year max drawdown of -13.43%. There are 146 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HRCPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HRCPX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HRCPX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HRCPX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HRCPX vs DNVYX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include BERIX, UMBMX, EISIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | Diversified Portfolio | 81 | 3.01% | — | Sep 1987 | HRCPX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 58 | 13.33% | — | Oct 2006 | HRCPX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 87 | 19.57% | — | Feb 2013 | HRCPX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 5.06% | — | Aug 1998 | HRCPX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 43 | 0.82% | — | Sep 2011 | HRCPX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.73% | — | Jul 2014 | HRCPX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.23% | — | Nov 1996 | HRCPX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 67 | 10.89% | — | Dec 1986 | HRCPX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 70 | 23.47% | — | Jun 2017 | HRCPX vs CWSGX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 46 | 16.43% | — | May 1993 | HRCPX vs HRSCX |
Often Compared With HRCPX
Investors most often compare HRCPX with SPMO, SCHG, VTI. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare HRCPX with Any Fund or Stock
Compare HRCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRCPX with funds that move differently
Carillon ClariVest Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRCPX.
Explore HRCPX Diversifiers