AOTIX Alternatives & Similar Mutual Funds

Virtus Emerging Markets Opportunities Fund (AOTIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AOTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AOTIX

AOTIX charges 0.94% annually. There are 47 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.

Symbol	Name	Expense Ratio	AUM	Inception
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	AOTIX vs FPADX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	AOTIX vs FERGX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	0.17%	—	Jul 2019	AOTIX vs FCEEX
SSKEX	State Street Emerging Markets Equity Index Fund	0.17%	—	Dec 2015	AOTIX vs SSKEX
TEQLX	TIAA-CREF Emerging Markets Equity Index Fund	0.19%	—	Aug 2010	AOTIX vs TEQLX

Best Risk-Adjusted Alternatives to AOTIX

AOTIX has a PortfoliosLab risk / return rank of 94. There are 15 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996	AOTIX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021	AOTIX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	97	—	Jan 2018	AOTIX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	96	—	Oct 2021	AOTIX vs GMAQX
LVAZX	LSV Emerging Markets Equity Fund	96	—	Jan 2019	AOTIX vs LVAZX

Top Performing AOTIX Alternatives (YTD)

AOTIX is at 38.59% YTD. There are 15 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	145.11%	—	Jun 1996	AOTIX vs DEMIX
FQEMX	Franklin Templeton SMACS: Series EM	92.59%	—	Nov 2021	AOTIX vs FQEMX
LCSMX	Martin Currie SMA-Shares Series EM Fund	72.12%	—	Jan 2018	AOTIX vs LCSMX
GMAQX	GMO Emerging Markets ex-China Fund	53.39%	—	Oct 2021	AOTIX vs GMAQX
GLLSX	abrdn Emerging Markets ex-China Fund	49.19%	—	Aug 2000	AOTIX vs GLLSX

Lowest Volatility Alternatives to AOTIX

AOTIX has 20.04% 1-year volatility. There are 95 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	11.24%	—	Oct 2011	AOTIX vs ESCIX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	11.47%	—	Dec 2013	AOTIX vs VIESX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	AOTIX vs GQGPX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	11.61%	—	Dec 2020	AOTIX vs BADEX
COBYX	The Cook & Bynum Fund	11.91%	—	Jun 2009	AOTIX vs COBYX

Lowest Drawdown Alternatives to AOTIX

AOTIX has a 1-year max drawdown of -13.70%. There are 119 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	AOTIX vs ESCIX
WAEMX	Wasatch Emerging Markets Small Cap Fund	-7.89%	—	Sep 2007	AOTIX vs WAEMX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	AOTIX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	AOTIX vs COBYX
GQGPX	GQG Partners Emerging Markets Equity Fund	-9.12%	—	Dec 2016	AOTIX vs GQGPX

Other Mutual Funds from Allianz

The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DRGTX	Virtus Technology Fund	Technology Equities	53	26.58%	—	Dec 1995	AOTIX vs DRGTX
ANNPX	Virtus Convertible Fund	Convertible Bonds	92	22.00%	—	Apr 1993	AOTIX vs ANNPX
AZNIX	Virtus Income & Growth Fund	Diversified Portfolio	73	10.20%	—	Feb 2007	AOTIX vs AZNIX
DRMCX	Virtus Mid-Cap Growth Fund	Mid Cap Growth Equities	19	14.57%	—	Nov 1979	AOTIX vs DRMCX
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	74	21.60%	—	Jul 2013	AOTIX vs AZBIX
ALOIX	Virtus International Small-Cap Fund	Foreign Small & Mid Cap Equities	84	14.99%	—	Dec 1997	AOTIX vs ALOIX
PGWCX	Virtus Focused Growth Fund	Large Cap Growth Equities	15	1.15%	—	Feb 1984	AOTIX vs PGWCX
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	45	13.47%	—	May 2000	AOTIX vs ANVIX
ASHIX	Virtus Short Duration High Income Fund	High Yield Bonds	76	1.53%	—	Oct 2011	AOTIX vs ASHIX
RAGHX	Virtus Health Sciences Fund	Health & Biotech Equities	5	-8.49%	—	Feb 2002	AOTIX vs RAGHX

Often Compared With AOTIX

Investors most often compare AOTIX with AZMIX, EITEX, EMPTX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AZMIX	Virtus NFJ Emerging Markets Value Fund	Emerging Markets Diversified	78	28.24%	—	Dec 2012	AOTIX vs AZMIX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	76	12.00%	—	Jun 1998	AOTIX vs EITEX
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Diversified	93	31.56%	—	May 2018	AOTIX vs EMPTX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	95	25.47%	—	Jul 1994	AOTIX vs LZEMX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	74	11.85%	—	Jun 2006	AOTIX vs EAEMX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	Emerging Markets Diversified	95	48.50%	—	Jan 1994	AOTIX vs GTDDX

Compare AOTIX with Any Fund or Stock

Compare AOTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AOTIX with funds that move differently

Virtus Emerging Markets Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AOTIX.

Explore AOTIX Diversifiers

Virtus Emerging Markets Opportunities Fund (AOTIX) Alternatives