Knights of Columbus Large Cap Value Fund (KCVIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with KCVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCVIX
KCVIX charges 0.90% annually. There are 200 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | KCVIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | KCVIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | KCVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | KCVIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | KCVIX vs TILVX |
Best Risk-Adjusted Alternatives to KCVIX
KCVIX has a PortfoliosLab risk / return rank of 95. There are 33 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | KCVIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | KCVIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | KCVIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | KCVIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | KCVIX vs MALVX |
Top Performing KCVIX Alternatives (YTD)
KCVIX is at 17.48% YTD. There are 66 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | KCVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | KCVIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | KCVIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | KCVIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | KCVIX vs YAFFX |
Lowest Volatility Alternatives to KCVIX
KCVIX has 10.29% 1-year volatility. There are 55 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | KCVIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | KCVIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | KCVIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | KCVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | KCVIX vs ACIIX |
Lowest Drawdown Alternatives to KCVIX
KCVIX has a 1-year max drawdown of -6.16%. There are 36 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | KCVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | KCVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | KCVIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | KCVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | KCVIX vs SVAIX |
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 | KCVIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 35 | 8.96% | — | Feb 2015 | KCVIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 96 | 11.56% | — | Dec 2019 | KCVIX vs KCEIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 88 | 21.44% | — | Feb 2015 | KCVIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 59 | 14.57% | — | Feb 2015 | KCVIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 23 | -0.05% | — | Feb 2015 | KCVIX vs KCCIX | |
| Knights of Columbus Real Estate Fund | REIT | 41 | 16.65% | — | Sep 2019 | KCVIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 96 | 1.29% | — | Feb 2015 | KCVIX vs KCLIX |
Often Compared With KCVIX
Investors most often compare KCVIX with AVEGX, CATH, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare KCVIX with Any Fund or Stock
Compare KCVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCVIX with funds that move differently
Knights of Columbus Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCVIX.
Explore KCVIX Diversifiers