Causeway International Opps Fd (CIOVX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CIOVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CIOVX
CIOVX charges 1.20% annually. There are 351 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | CIOVX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | CIOVX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | CIOVX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | CIOVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | CIOVX vs FHLFX |
Best Risk-Adjusted Alternatives to CIOVX
CIOVX has a PortfoliosLab risk / return rank of 54. There are 115 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | CIOVX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | CIOVX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | CIOVX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | CIOVX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | CIOVX vs THOIX |
Top Performing CIOVX Alternatives (YTD)
CIOVX is at 14.75% YTD. There are 109 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | CIOVX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | CIOVX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | CIOVX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | CIOVX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | CIOVX vs FISZX |
Lowest Volatility Alternatives to CIOVX
CIOVX has 16.99% 1-year volatility. There are 324 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | CIOVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | CIOVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | CIOVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | CIOVX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | CIOVX vs FAOIX |
Lowest Drawdown Alternatives to CIOVX
CIOVX has a 1-year max drawdown of -14.92%. There are 402 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | CIOVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | CIOVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | CIOVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | CIOVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | CIOVX vs FAOAX |
Other Mutual Funds from Causeway
The 6 most viewed Causeway mutual funds shown here include CIVVX, CIVIX, CVISX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Causeway International Value Fund | Foreign Large Cap Equities | 31 | 7.39% | — | Oct 2001 | CIOVX vs CIVVX | |
| Causeway International Value Instl | Foreign Large Cap Equities | 32 | 7.49% | — | Oct 2001 | CIOVX vs CIVIX | |
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | 53 | 13.54% | — | Oct 2014 | CIOVX vs CVISX | |
| Causeway Global Value Fund | Global Equities | 39 | 5.46% | — | Apr 2008 | CIOVX vs CGVIX | |
| Causeway Emerging Markets Fund | Emerging Markets Diversified | 90 | 37.09% | — | Mar 2007 | CIOVX vs CEMIX | |
| Causeway Emerging Markets Investor | Emerging Markets Diversified | 89 | 36.83% | — | Mar 2007 | CIOVX vs CEMVX |
Often Compared With CIOVX
Investors most often compare CIOVX with APHIX, ANDIX, FXAIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CIOVX with Any Fund or Stock
Compare CIOVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIOVX with funds that move differently
Causeway International Opps Fd alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIOVX.
Explore CIOVX Diversifiers