Knights of Columbus Long/Short Equity Fund (KCEIX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCEIX
KCEIX charges 1.50% annually. There are 19 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | KCEIX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | KCEIX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.07M | Jan 2026 | KCEIX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | KCEIX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | KCEIX vs BTPIX |
Best Risk-Adjusted Alternatives to KCEIX
KCEIX has a PortfoliosLab risk / return rank of 96. There are 3 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 98 | — | Nov 1998 | KCEIX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 97 | — | Oct 1998 | KCEIX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 97 | 601.30M | Nov 1998 | KCEIX vs VMNFX | |
| Quantitative U.S. Long/Short Equity Portfolio | 96 | — | Sep 2006 | KCEIX vs GTAPX | |
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Apr 2014 | KCEIX vs JAKVX |
Top Performing KCEIX Alternatives (YTD)
KCEIX is at 11.56% YTD. There are 9 mutual funds in the Long-Short category with higher YTD returns, going as high as 21.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 21.25% | — | Nov 1998 | KCEIX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 16.69% | — | Oct 1998 | KCEIX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 16.68% | 601.30M | Nov 1998 | KCEIX vs VMNFX | |
| Guggenheim Alpha Opportunity Fund | 15.53% | — | Jul 2003 | KCEIX vs SAOAX | |
| Wasatch Long/Short Alpha Fund | 13.61% | — | Sep 2021 | KCEIX vs WALSX |
Lowest Volatility Alternatives to KCEIX
KCEIX has 6.62% 1-year volatility. There are 4 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.55% | — | Dec 2011 | KCEIX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.74% | — | Dec 2012 | KCEIX vs ASILX | |
| MFS Managed Wealth Fund | 6.02% | — | Jun 2014 | KCEIX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.26% | — | Jan 2012 | KCEIX vs WRAIX | |
| Federated Hermes MDT Market Neutral A | 6.74% | — | Sep 2008 | KCEIX vs QAMNX |
Lowest Drawdown Alternatives to KCEIX
KCEIX has a 1-year max drawdown of -2.82%. No mutual funds in the Long-Short category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -3.01%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | KCEIX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | KCEIX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | KCEIX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | KCEIX vs LSEIX | |
| Federated Hermes MDT Market Neutral A | -4.16% | — | Sep 2008 | KCEIX vs QAMNX |
Other Mutual Funds from Catholic Investor
The 8 most viewed Catholic Investor mutual funds shown here include KCXIX, KCGIX, KCVIX 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 | 50 | 9.57% | — | Dec 2019 | KCEIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 35 | 8.96% | — | Feb 2015 | KCEIX vs KCGIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 95 | 17.48% | — | Feb 2015 | KCEIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 88 | 21.44% | — | Feb 2015 | KCEIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 59 | 14.57% | — | Feb 2015 | KCEIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 23 | -0.05% | — | Feb 2015 | KCEIX vs KCCIX | |
| Knights of Columbus Real Estate Fund | REIT | 41 | 16.65% | — | Sep 2019 | KCEIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 96 | 1.29% | — | Feb 2015 | KCEIX vs KCLIX |
Often Compared With KCEIX
Investors most often compare KCEIX with QLEIX, ATESX, LSOFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare KCEIX with Any Fund or Stock
Compare KCEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCEIX with funds that move differently
Knights of Columbus Long/Short Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCEIX.
Explore KCEIX Diversifiers