Knights of Columbus Small Cap Fund (KCSIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCSIX
KCSIX charges 1.05% annually. There are 101 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | KCSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | KCSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | KCSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | KCSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | KCSIX vs VSMAX |
Best Risk-Adjusted Alternatives to KCSIX
KCSIX has a PortfoliosLab risk / return rank of 82. There are 15 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | KCSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | KCSIX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | KCSIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | KCSIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | KCSIX vs RYOTX |
Top Performing KCSIX Alternatives (YTD)
KCSIX is at 21.18% YTD. There are 44 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | KCSIX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | KCSIX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | KCSIX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | KCSIX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | KCSIX vs WWSIX |
Lowest Volatility Alternatives to KCSIX
KCSIX has 17.73% 1-year volatility. There are 62 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | KCSIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | KCSIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | KCSIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | KCSIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | KCSIX vs BOSOX |
Lowest Drawdown Alternatives to KCSIX
KCSIX has a 1-year max drawdown of -8.96%. There are 25 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | KCSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | KCSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | KCSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | KCSIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | KCSIX vs SSCDX |
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 | 61 | 11.36% | — | Dec 2019 | KCSIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 51 | 12.09% | — | Feb 2015 | KCSIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 60 | 6.81% | — | Dec 2019 | KCSIX vs KCEIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 91 | 15.57% | — | Feb 2015 | KCSIX vs KCVIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 55 | 18.54% | — | Feb 2015 | KCSIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 26 | 0.78% | — | Feb 2015 | KCSIX vs KCCIX | |
| Knights of Columbus Real Estate Fund | REIT | 12 | 11.74% | — | Sep 2019 | KCSIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 93 | 0.91% | — | Feb 2015 | KCSIX vs KCLIX |
Often Compared With KCSIX
Investors most often compare KCSIX with AUERX, AZBIX, HASCX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare KCSIX with Any Fund or Stock
Compare KCSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCSIX with funds that move differently
Knights of Columbus Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCSIX.
Explore KCSIX Diversifiers