KCLIX Alternatives & Similar Mutual Funds

Knights of Columbus Limited Duration Fund (KCLIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to KCLIX

KCLIX charges 0.71% annually. There are 94 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	KCLIX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	KCLIX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	KCLIX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	KCLIX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	KCLIX vs TNSHX

Best Risk-Adjusted Alternatives to KCLIX

KCLIX has a PortfoliosLab risk / return rank of 93. There are 12 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	KCLIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	KCLIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	KCLIX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	KCLIX vs DFAIX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	KCLIX vs DBLSX

Top Performing KCLIX Alternatives (YTD)

KCLIX is at 0.91% YTD. There are 37 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	KCLIX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	KCLIX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.29%	—	Nov 2013	KCLIX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	KCLIX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	KCLIX vs DHEIX

Lowest Volatility Alternatives to KCLIX

KCLIX has 1.30% 1-year volatility. There are 8 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	KCLIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	KCLIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	KCLIX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.12%	—	Mar 2009	KCLIX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.17%	—	Nov 2013	KCLIX vs DFAIX

Lowest Drawdown Alternatives to KCLIX

KCLIX has a 1-year max drawdown of -0.81%. There are 9 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	KCLIX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	KCLIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	KCLIX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	KCLIX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	KCLIX vs HOBEX

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
KCXIX	Knights of Columbus U.S. All Cap Index Fund	Large Cap Blend Equities	61	11.36%	—	Dec 2019	KCLIX vs KCXIX
KCGIX	Knights of Columbus Large Cap Growth Fund	Large Cap Growth Equities	51	12.09%	—	Feb 2015	KCLIX vs KCGIX
KCEIX	Knights of Columbus Long/Short Equity Fund	Long-Short	60	6.81%	—	Dec 2019	KCLIX vs KCEIX
KCVIX	Knights of Columbus Large Cap Value Fund	Large Cap Value Equities	91	15.57%	—	Feb 2015	KCLIX vs KCVIX
KCSIX	Knights of Columbus Small Cap Fund	Small Cap Blend Equities	82	21.18%	—	Feb 2015	KCLIX vs KCSIX
KCIIX	Knights of Columbus International Equity Fund	Foreign Large Cap Equities	55	18.54%	—	Feb 2015	KCLIX vs KCIIX
KCCIX	Knights of Columbus Core Bond Fund	Intermediate Core Bond	26	0.78%	—	Feb 2015	KCLIX vs KCCIX
KCRIX	Knights of Columbus Real Estate Fund	REIT	12	11.74%	—	Sep 2019	KCLIX vs KCRIX

Often Compared With KCLIX

Investors most often compare KCLIX with AVEGX, DFCFX, DLDFX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVEGX	Ave Maria Growth Fund	Large Cap Growth Equities	33	18.74%	—	May 2003	KCLIX vs AVEGX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	68	1.62%	—	Jun 1996	KCLIX vs DFCFX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	95	1.72%	—	Mar 2017	KCLIX vs DLDFX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	KCLIX vs STBFX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	35	0.07%	—	Mar 1994	KCLIX vs VBISX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	89	0.69%	—	Dec 2020	KCLIX vs TSDLX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	87	1.66%	—	Nov 2003	KCLIX vs SNSAX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	72	0.81%	—	Mar 2006	KCLIX vs CMFIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	97	1.87%	—	Sep 2015	KCLIX vs BATAX

Compare KCLIX with Any Fund or Stock

Compare KCLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair KCLIX with funds that move differently

Knights of Columbus Limited Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCLIX.

Explore KCLIX Diversifiers

Knights of Columbus Limited Duration Fund (KCLIX) Alternatives