Knights of Columbus U.S. All Cap Index Fund (KCXIX) belongs to the Large 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 KCXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KCXIX
KCXIX charges 0.92% annually. There are 275 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | KCXIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | KCXIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | KCXIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | KCXIX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | KCXIX vs VSMPX |
Best Risk-Adjusted Alternatives to KCXIX
KCXIX has a PortfoliosLab risk / return rank of 50. There are 215 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | KCXIX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | KCXIX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | KCXIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | KCXIX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | KCXIX vs POGSX |
Top Performing KCXIX Alternatives (YTD)
KCXIX is at 9.57% YTD. There are 154 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | KCXIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | KCXIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | KCXIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | KCXIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | KCXIX vs IGIAX |
Lowest Volatility Alternatives to KCXIX
KCXIX has 13.87% 1-year volatility. There are 302 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | KCXIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | KCXIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | KCXIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | KCXIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | KCXIX vs SILVX |
Lowest Drawdown Alternatives to KCXIX
KCXIX has a 1-year max drawdown of -9.11%. There are 192 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | KCXIX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | KCXIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | KCXIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | KCXIX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | KCXIX vs AMFEX |
Other Mutual Funds from Catholic Investor
The 8 most viewed Catholic Investor mutual funds shown here include KCGIX, KCEIX, KCVIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 35 | 8.96% | — | Feb 2015 | KCXIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 96 | 11.56% | — | Dec 2019 | KCXIX vs KCEIX | |
| Knights of Columbus Large Cap Value Fund | Large Cap Value Equities | 95 | 17.48% | — | Feb 2015 | KCXIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 88 | 21.44% | — | Feb 2015 | KCXIX vs KCSIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 59 | 14.57% | — | Feb 2015 | KCXIX vs KCIIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 23 | -0.05% | — | Feb 2015 | KCXIX vs KCCIX | |
| Knights of Columbus Real Estate Fund | REIT | 41 | 16.65% | — | Sep 2019 | KCXIX vs KCRIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 96 | 1.29% | — | Feb 2015 | KCXIX vs KCLIX |
Often Compared With KCXIX
Investors most often compare KCXIX with CATH, FXAIX, AVEGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare KCXIX with Any Fund or Stock
Compare KCXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KCXIX with funds that move differently
Knights of Columbus U.S. All Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KCXIX.
Explore KCXIX Diversifiers