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 292 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | HRCPX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | HRCPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HRCPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | HRCPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | HRCPX vs VIGAX |
Best Risk-Adjusted Alternatives to HRCPX
HRCPX has a PortfoliosLab risk / return rank of 36. There are 113 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | HRCPX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | HRCPX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | HRCPX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | HRCPX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | HRCPX vs FCGSX |
Top Performing HRCPX Alternatives (YTD)
HRCPX is at 7.93% YTD. There are 187 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | HRCPX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | HRCPX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | HRCPX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | HRCPX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | HRCPX vs CHASX |
Lowest Volatility Alternatives to HRCPX
HRCPX has 16.52% 1-year volatility. There are 175 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | HRCPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | HRCPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | HRCPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | HRCPX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | HRCPX vs GQEPX |
Lowest Drawdown Alternatives to HRCPX
HRCPX has a 1-year max drawdown of -13.43%. There are 150 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 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | Diversified Portfolio | 66 | 2.51% | — | Sep 1987 | HRCPX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 48 | 14.12% | — | Oct 2006 | HRCPX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 85 | 20.80% | — | Feb 2013 | HRCPX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 8.28% | — | Aug 1998 | HRCPX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 39 | 0.98% | — | Sep 2011 | HRCPX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | HRCPX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.67% | — | Nov 1996 | HRCPX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 57 | 10.15% | — | Dec 1986 | HRCPX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 79 | 29.86% | — | Jun 2017 | HRCPX vs CWSGX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 42 | 22.73% | — | Mar 2012 | HRCPX vs CWSIX |
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