Knights of Columbus Large Cap Growth Fund (KCGIX) 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 KCGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCGIX
KCGIX charges 0.90% annually. There are 247 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 | KCGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | KCGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | KCGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | KCGIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | KCGIX vs TILIX |
Best Risk-Adjusted Alternatives to KCGIX
KCGIX has a PortfoliosLab risk / return rank of 58. There are 66 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | KCGIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | KCGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | KCGIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | KCGIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | KCGIX vs FOCPX |
Top Performing KCGIX Alternatives (YTD)
KCGIX is at 13.65% YTD. There are 101 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | KCGIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | KCGIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | KCGIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | KCGIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | KCGIX vs FOCKX |
Lowest Volatility Alternatives to KCGIX
KCGIX has 14.50% 1-year volatility. There are 132 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | KCGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | KCGIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | KCGIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | KCGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | KCGIX vs AWYIX |
Lowest Drawdown Alternatives to KCGIX
KCGIX has a 1-year max drawdown of -13.50%. There are 159 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | KCGIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | KCGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | KCGIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | KCGIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | KCGIX vs AQEIX |
Other Mutual Funds from Catholic Investor
The 8 most viewed Catholic Investor mutual funds shown here include KCXIX, KCVIX, 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 | 68 | 12.43% | — | Dec 2019 | KCGIX vs KCXIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 88 | 13.80% | — | Feb 2015 | KCGIX vs KCVIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 63 | 7.45% | — | Dec 2019 | KCGIX vs KCEIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 65 | 15.93% | — | Feb 2015 | KCGIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 47 | 16.92% | — | Feb 2015 | KCGIX vs KCIIX | |
| Knights of Columbus Real Estate Fund | REIT | 9 | 9.96% | — | Sep 2019 | KCGIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 94 | 0.91% | — | Feb 2015 | KCGIX vs KCLIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 25 | 0.55% | — | Feb 2015 | KCGIX vs KCCIX |
Often Compared With KCGIX
Investors most often compare KCGIX with QQQ, AVEGX, TLGAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare KCGIX with Any Fund or Stock
Compare KCGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCGIX with funds that move differently
Knights of Columbus Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCGIX.
Explore KCGIX Diversifiers