Knights of Columbus Core Bond Fund (KCCIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCCIX
KCCIX charges 0.71% annually. There are 85 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | KCCIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | KCCIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | KCCIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | KCCIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | KCCIX vs WFBIX |
Best Risk-Adjusted Alternatives to KCCIX
KCCIX has a PortfoliosLab risk / return rank of 25. There are 20 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 62.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 62 | — | Mar 2006 | KCCIX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | KCCIX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 57 | — | Aug 1995 | KCCIX vs PCGTX | |
| Manning & Napier Credit Series | 42 | — | Apr 2020 | KCCIX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 41 | — | Aug 2016 | KCCIX vs DFXIX |
Top Performing KCCIX Alternatives (YTD)
KCCIX is at 0.53% YTD. There are 10 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | KCCIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.33% | — | Mar 2006 | KCCIX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | KCCIX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | KCCIX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | KCCIX vs FSMOX |
Lowest Volatility Alternatives to KCCIX
KCCIX has 3.64% 1-year volatility. There are 15 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.46%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.46% | — | Mar 2021 | KCCIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | KCCIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | KCCIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.64% | — | Aug 2016 | KCCIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | KCCIX vs JIBEX |
Lowest Drawdown Alternatives to KCCIX
KCCIX has a 1-year max drawdown of -2.59%. There are 12 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | KCCIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | KCCIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | KCCIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | KCCIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | KCCIX vs FTHRX |
Other Mutual Funds from Catholic Investor
The 8 most viewed Catholic Investor mutual funds shown here include KCXIX, KCGIX, KCEIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Knights of Columbus U.S. All Cap Index Fund | Large Cap Blend Equities | 54 | 11.39% | — | Dec 2019 | KCCIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 46 | 11.92% | — | Feb 2015 | KCCIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 83 | 9.14% | — | Dec 2019 | KCCIX vs KCEIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 92 | 16.27% | — | Feb 2015 | KCCIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 85 | 22.89% | — | Feb 2015 | KCCIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 48 | 15.36% | — | Feb 2015 | KCCIX vs KCIIX | |
| Knights of Columbus Real Estate Fund | REIT | 26 | 14.22% | — | Sep 2019 | KCCIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 96 | 1.18% | — | Feb 2015 | KCCIX vs KCLIX |
Often Compared With KCCIX
Investors most often compare KCCIX with AVEGX, DUTMX, CRAIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare KCCIX with Any Fund or Stock
Compare KCCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCCIX with funds that move differently
Knights of Columbus Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCCIX.
Explore KCCIX Diversifiers