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 243 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | KCGIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | KCGIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | KCGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | KCGIX vs VIGAX |
Best Risk-Adjusted Alternatives to KCGIX
KCGIX has a PortfoliosLab risk / return rank of 50. There are 71 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | KCGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | KCGIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | KCGIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | KCGIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | KCGIX vs FOCPX |
Top Performing KCGIX Alternatives (YTD)
KCGIX is at 11.58% YTD. There are 105 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | KCGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | KCGIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | KCGIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | KCGIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | KCGIX vs POGRX |
Lowest Volatility Alternatives to KCGIX
KCGIX has 15.41% 1-year volatility. There are 121 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | KCGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | KCGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | KCGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | KCGIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | KCGIX vs GQEPX |
Lowest Drawdown Alternatives to KCGIX
KCGIX has a 1-year max drawdown of -13.50%. There are 152 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 | KCGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | KCGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | KCGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | KCGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | KCGIX vs DNVYX |
Other Mutual Funds from Catholic Investor
The 8 most viewed Catholic Investor mutual funds shown here include KCXIX, KCEIX, 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 | 60 | 11.11% | — | Dec 2019 | KCGIX vs KCXIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 61 | 7.13% | — | Dec 2019 | KCGIX vs KCEIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 92 | 16.56% | — | Feb 2015 | KCGIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 82 | 22.02% | — | Feb 2015 | KCGIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 58 | 18.80% | — | Feb 2015 | KCGIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 24 | 0.55% | — | Feb 2015 | KCGIX vs KCCIX | |
| Knights of Columbus Real Estate Fund | REIT | 15 | 13.27% | — | Sep 2019 | KCGIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 92 | 0.80% | — | Feb 2015 | KCGIX vs KCLIX |
Often Compared With KCGIX
Investors most often compare KCGIX with AVEGX, QQQ, TLGAX. These 20 comparison targets span 7 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