Chautauqua Global Growth Fund (CCGSX) 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 CCGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CCGSX
CCGSX charges 1.05% annually. There are 152 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 Equity Allocation Fund | 0.01% | — | Nov 1996 | CCGSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CCGSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CCGSX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | CCGSX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CCGSX vs UCEQX |
Best Risk-Adjusted Alternatives to CCGSX
CCGSX has a PortfoliosLab risk / return rank of 12. There are 206 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 | CCGSX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | CCGSX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | CCGSX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | CCGSX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | CCGSX vs JGYIX |
Top Performing CCGSX Alternatives (YTD)
CCGSX is at -0.07% YTD. There are 229 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | CCGSX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | CCGSX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | CCGSX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | CCGSX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | CCGSX vs FIQOX |
Lowest Volatility Alternatives to CCGSX
CCGSX has 15.70% 1-year volatility. There are 175 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | CCGSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | CCGSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | CCGSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | CCGSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | CCGSX vs SGMAX |
Lowest Drawdown Alternatives to CCGSX
CCGSX has a 1-year max drawdown of -16.92%. There are 228 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 | CCGSX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CCGSX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CCGSX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | CCGSX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | CCGSX vs SVTAX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | 0.44% | — | Sep 2000 | CCGSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 22 | 0.32% | — | Sep 2000 | CCGSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 24 | -0.15% | — | Sep 2000 | CCGSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | 0.32% | — | Sep 2000 | CCGSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 86 | 1.68% | — | Nov 2019 | CCGSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 19 | 0.21% | — | Sep 2000 | CCGSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 91 | 0.73% | — | Aug 2004 | CCGSX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 27 | -0.01% | — | Sep 2000 | CCGSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.61% | — | Dec 2013 | CCGSX vs BUBSX | |
| Baird Ultra Short Bond Fund Institutional Class | Ultrashort Bond | 100 | 1.37% | — | Dec 2013 | CCGSX vs BUBIX |
Often Compared With CCGSX
Investors most often compare CCGSX with GCCHX, CAEIX, BMDSX. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CCGSX with Any Fund or Stock
Compare CCGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCGSX with funds that move differently
Chautauqua Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCGSX.
Explore CCGSX Diversifiers