Domini Sustainable Solutions Fund (CAREX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAREX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAREX
CAREX charges 1.40% annually. There are 221 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CAREX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CAREX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CAREX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | CAREX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CAREX vs UCEQX |
Best Risk-Adjusted Alternatives to CAREX
CAREX has a PortfoliosLab risk / return rank of 72. There are 45 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | CAREX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | CAREX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | CAREX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | CAREX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | CAREX vs FMIEX |
Top Performing CAREX Alternatives (YTD)
CAREX is at 17.79% YTD. There are 23 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | CAREX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | CAREX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | CAREX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | CAREX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | CAREX vs PGVFX |
Lowest Volatility Alternatives to CAREX
CAREX has 16.89% 1-year volatility. There are 186 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | CAREX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | CAREX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | CAREX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | CAREX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | CAREX vs SGMAX |
Lowest Drawdown Alternatives to CAREX
CAREX has a 1-year max drawdown of -8.46%. There are 32 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | CAREX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CAREX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CAREX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | CAREX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | CAREX vs SVTAX |
Other Mutual Funds from Domini
The 3 most viewed Domini mutual funds shown here include DSEFX, DOMIX, DSBFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Domini Impact Equity Fund | Large Cap Growth Equities | 40 | 9.94% | — | Jun 1991 | CAREX vs DSEFX | |
| Domini Impact International Equity Fund | Foreign Large Cap Equities | 42 | 10.64% | — | Dec 2006 | CAREX vs DOMIX | |
| Domini Impact Bond Fund | Intermediate Core-Plus Bond | 22 | 0.31% | — | Jun 2000 | CAREX vs DSBFX |
Often Compared With CAREX
Investors most often compare CAREX with CAEIX, FGIAX, ARTHX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CAREX with Any Fund or Stock
Compare CAREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAREX with funds that move differently
Domini Sustainable Solutions Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAREX.
Explore CAREX Diversifiers