Knights of Columbus Real Estate Fund (KCRIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCRIX
KCRIX charges 1.16% annually. There are 82 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | KCRIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | KCRIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | KCRIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | KCRIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | KCRIX vs VGRNX |
Best Risk-Adjusted Alternatives to KCRIX
KCRIX has a PortfoliosLab risk / return rank of 41. There are 62 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | KCRIX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | KCRIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | KCRIX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | KCRIX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | KCRIX vs IRSAX |
Top Performing KCRIX Alternatives (YTD)
KCRIX is at 16.65% YTD. There are 31 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | KCRIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | KCRIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | KCRIX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | KCRIX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | KCRIX vs CREEX |
Lowest Volatility Alternatives to KCRIX
KCRIX has 13.77% 1-year volatility. There are 66 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | KCRIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | KCRIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | KCRIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | KCRIX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | KCRIX vs FRIFX |
Lowest Drawdown Alternatives to KCRIX
KCRIX has a 1-year max drawdown of -8.18%. There are 44 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | KCRIX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | KCRIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | KCRIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | KCRIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | KCRIX vs FRIFX |
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 | 50 | 9.57% | — | Dec 2019 | KCRIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 35 | 8.96% | — | Feb 2015 | KCRIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 96 | 11.56% | — | Dec 2019 | KCRIX vs KCEIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 95 | 17.48% | — | Feb 2015 | KCRIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 88 | 21.44% | — | Feb 2015 | KCRIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 59 | 14.57% | — | Feb 2015 | KCRIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 23 | -0.05% | — | Feb 2015 | KCRIX vs KCCIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 96 | 1.29% | — | Feb 2015 | KCRIX vs KCLIX |
Often Compared With KCRIX
Investors most often compare KCRIX with VNQ, FTEC, NBRFX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare KCRIX with Any Fund or Stock
Compare KCRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCRIX with funds that move differently
Knights of Columbus Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCRIX.
Explore KCRIX Diversifiers