Prospector Capital Appreciation Fund (PCAFX) Alternatives
Prospector Capital Appreciation Fund (PCAFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PCAFX
PCAFX charges 1.25% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PCAFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PCAFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PCAFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PCAFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PCAFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PCAFX vs MAANX |
Best Risk-Adjusted Alternatives to PCAFX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PCAFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PCAFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PCAFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PCAFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PCAFX vs PMAIX |
Top Performing PCAFX Alternatives (YTD)
PCAFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PCAFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PCAFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PCAFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PCAFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PCAFX vs CONWX |
Lowest Volatility Alternatives to PCAFX
PCAFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PCAFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PCAFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PCAFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PCAFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PCAFX vs SICIX |
Lowest Drawdown Alternatives to PCAFX
PCAFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PCAFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PCAFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PCAFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PCAFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PCAFX vs SICIX |
Other Mutual Funds from Prospector Funds
Most popular Prospector Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Prospector Opportunity Fund | Mid Cap Blend Equities | — | — | Sep 28, 2007 | PCAFX vs POPFX |
Often Compared With PCAFX
What investors most often compare with PCAFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | PCAFX vs SCHD |
Compare PCAFX with Any Fund or Stock
Compare PCAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.