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 93 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | KCLIX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | KCLIX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | KCLIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | KCLIX vs SWSBX | |
| 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 96. There are 11 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | KCLIX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | KCLIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | KCLIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | KCLIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | KCLIX vs DFAIX |
Top Performing KCLIX Alternatives (YTD)
KCLIX is at 1.18% YTD. There are 36 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.26% | — | Apr 2011 | KCLIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.16% | — | Jul 2005 | KCLIX vs LCCMX | |
| Holbrook Income Fund | 2.40% | — | Jul 2016 | KCLIX vs HOBEX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | KCLIX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.32% | — | Sep 2015 | KCLIX vs BATAX |
Lowest Volatility Alternatives to KCLIX
KCLIX has 1.28% 1-year volatility. There are 8 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.69% | — | Jun 1996 | KCLIX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | KCLIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.08% | — | Jul 2016 | KCLIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.10% | — | Mar 2009 | KCLIX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.13% | — | Jul 2016 | KCLIX vs DHEAX |
Lowest Drawdown Alternatives to KCLIX
KCLIX has a 1-year max drawdown of -0.81%. There are 10 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | KCLIX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | KCLIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | KCLIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | KCLIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | KCLIX vs DHEIX |
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 | KCLIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 46 | 11.92% | — | Feb 2015 | KCLIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 83 | 9.14% | — | Dec 2019 | KCLIX vs KCEIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 92 | 16.27% | — | Feb 2015 | KCLIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 85 | 22.89% | — | Feb 2015 | KCLIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 48 | 15.36% | — | Feb 2015 | KCLIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 25 | 0.53% | — | Feb 2015 | KCLIX vs KCCIX | |
| Knights of Columbus Real Estate Fund | REIT | 26 | 14.22% | — | Sep 2019 | KCLIX vs KCRIX |
Often Compared With KCLIX
Investors most often compare KCLIX with AVEGX, DLDFX, SNSAX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 28 | 17.75% | — | May 2003 | KCLIX vs AVEGX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.58% | — | Mar 2017 | KCLIX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 91 | 2.02% | — | Nov 2003 | KCLIX vs SNSAX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | KCLIX vs STBFX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.34% | — | Sep 2011 | KCLIX vs DBLSX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 41 | 0.29% | — | Mar 1994 | KCLIX vs VBISX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 95 | 1.57% | — | Dec 2020 | KCLIX vs TSDLX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 63 | 1.18% | — | Mar 2006 | KCLIX vs CMFIX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.22% | — | Sep 2011 | KCLIX vs DLSNX |
Compare KCLIX with Any Fund or Stock
Compare KCLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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