Virtus Emerging Markets Opportunities Fund (AOTIX) belongs to the Emerging Markets Equities 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 64 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | AOTIX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | AOTIX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | AOTIX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | AOTIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | AOTIX vs FERGX |
Best Risk-Adjusted Alternatives to AOTIX
AOTIX has a PortfoliosLab risk / return rank of 80. There are 26 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | AOTIX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | AOTIX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | AOTIX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | AOTIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | AOTIX vs DEMAX |
Top Performing AOTIX Alternatives (YTD)
AOTIX is at 24.14% YTD. There are 14 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | AOTIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | AOTIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | AOTIX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | AOTIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | AOTIX vs GMAQX |
Lowest Volatility Alternatives to AOTIX
AOTIX has 22.33% 1-year volatility. There are 111 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | AOTIX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | AOTIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | AOTIX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | AOTIX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | AOTIX vs FGKPX |
Lowest Drawdown Alternatives to AOTIX
AOTIX has a 1-year max drawdown of -13.92%. There are 106 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | AOTIX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | AOTIX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | AOTIX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | AOTIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | AOTIX vs COBYX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 37 | 18.87% | — | Dec 1995 | AOTIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 78 | 13.93% | — | Apr 1993 | AOTIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 8 | -1.71% | — | Feb 1984 | AOTIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 49 | 6.68% | — | Feb 2007 | AOTIX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 79 | 19.77% | — | Jul 2013 | AOTIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 88 | 14.50% | — | Dec 1997 | AOTIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.05% | — | Nov 1979 | AOTIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 74 | 18.53% | — | May 2000 | AOTIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 79 | 1.52% | — | Oct 2011 | AOTIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 78 | 8.37% | — | Sep 1998 | AOTIX vs PALAX |
Often Compared With AOTIX
Investors most often compare AOTIX with AZMIX, RAGHX, LVAZX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare AOTIX with Any Fund or Stock
Compare AOTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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