Carillon ClariVest Capital Appreciation Fund (HRCPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HRCPX
HRCPX charges 1.00% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among HRCPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | HRCPX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | HRCPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | HRCPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | HRCPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HRCPX vs VIGAX |
Best Risk-Adjusted Alternatives to HRCPX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | HRCPX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | HRCPX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | HRCPX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | HRCPX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | HRCPX vs VTMGX |
Top Performing HRCPX Alternatives (YTD)
HRCPX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | HRCPX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | HRCPX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | HRCPX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | HRCPX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | HRCPX vs AMRGX |
Lowest Volatility Alternatives to HRCPX
HRCPX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | HRCPX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | HRCPX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | HRCPX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | HRCPX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | HRCPX vs PROVX |
Lowest Drawdown Alternatives to HRCPX
HRCPX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | HRCPX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | HRCPX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | HRCPX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | HRCPX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | HRCPX vs BBLIX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | HRCPX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | HRCPX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | HRCPX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | HRCPX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | HRCPX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | HRCPX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | HRCPX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | HRCPX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | HRCPX vs SUBFX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.22% | May 7, 1993 | HRCPX vs HRSCX |
Often Compared With HRCPX
What investors most often compare with HRCPX, 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.