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 149 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 | CCGSX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CCGSX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CCGSX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CCGSX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | CCGSX vs VMNVX |
Best Risk-Adjusted Alternatives to CCGSX
CCGSX has a PortfoliosLab risk / return rank of 10. There are 213 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | CCGSX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | CCGSX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | CCGSX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | CCGSX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | CCGSX vs JGYIX |
Top Performing CCGSX Alternatives (YTD)
CCGSX is at 0.54% YTD. There are 226 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | CCGSX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | CCGSX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | CCGSX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | CCGSX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | CCGSX vs PRGSX |
Lowest Volatility Alternatives to CCGSX
CCGSX has 15.38% 1-year volatility. There are 179 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | CCGSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | CCGSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | CCGSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | CCGSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | CCGSX vs SGMAX |
Lowest Drawdown Alternatives to CCGSX
CCGSX has a 1-year max drawdown of -16.92%. There are 224 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | CCGSX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | CCGSX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | CCGSX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CCGSX vs LVAFX |
Other Mutual Funds from Baird
The 10 most viewed Baird mutual funds shown here include BCOIX, BAGIX, BIMIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 30 | 0.44% | — | Sep 2000 | CCGSX vs BCOIX | |
| Baird Aggregate Bond Fund Class I | Total Bond Market | 26 | 0.42% | — | Sep 2000 | CCGSX vs BAGIX | |
| Baird Intermediate Bond Fund Class Institutional | Intermediate Core Bond | 29 | -0.06% | — | Sep 2000 | CCGSX vs BIMIX | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.41% | — | Sep 2000 | CCGSX vs BCOSX | |
| Baird Strategic Municipal Bond Fund | Municipal Bonds | 85 | 1.49% | — | Nov 2019 | CCGSX vs BSNSX | |
| Baird Aggregate Bond Fund | Intermediate Core Bond | 24 | 0.30% | — | Sep 2000 | CCGSX vs BAGSX | |
| Baird Short-Term Bond Fund Institutional Class | Short-Term Bond | 93 | 0.83% | — | Aug 2004 | CCGSX vs BSBIX | |
| Baird Intermediate Bond Fund | Intermediate Core Bond | 33 | 0.18% | — | Sep 2000 | CCGSX vs BIMSX | |
| Baird Ultra Short Bond Fund | Ultrashort Bond | 100 | 1.41% | — | Dec 2013 | CCGSX vs BUBSX | |
| Baird Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.27% | — | Dec 2000 | CCGSX vs BMDSX |
Often Compared With CCGSX
Investors most often compare CCGSX with CAEIX, ARTHX, SGSCX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | CCGSX vs CAEIX | |
| Artisan Global Equity Fund | Global Equities | 62 | 13.35% | — | Mar 2010 | CCGSX vs ARTHX | |
| DWS Global Small Cap Fund | Global Equities | 85 | 20.12% | — | Sep 1991 | CCGSX vs SGSCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 89 | 13.17% | — | Sep 1996 | CCGSX vs FMIEX | |
| Calamos Global Equity Fund | Global Equities | 47 | 22.69% | — | Feb 2007 | CCGSX vs CIGEX | |
| BlackRock Advantage Global Fund, Inc. | Global Equities | 91 | 19.80% | — | Aug 1994 | CCGSX vs MDGCX | |
| Polaris Global Value Fund | Global Equities | 90 | 19.64% | — | May 1998 | CCGSX vs PGVFX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 88 | 16.09% | — | Dec 2005 | CCGSX vs GLOSX |
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