CIUEX Alternatives & Similar Mutual Funds

Six Circles International Unconstrained Equity Fund (CIUEX) 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 CIUEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CIUEX

CIUEX charges 0.10% annually. There are 22 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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	CIUEX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	CIUEX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	CIUEX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	CIUEX vs FINVX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	CIUEX vs FHLFX

Best Risk-Adjusted Alternatives to CIUEX

CIUEX has a PortfoliosLab risk / return rank of 22. There are 299 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
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	CIUEX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	CIUEX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	CIUEX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	CIUEX vs DCINX
DFWVX	DFA World ex U.S. Value Portfolio Fund	88	—	Aug 2010	CIUEX vs DFWVX

Top Performing CIUEX Alternatives (YTD)

CIUEX is at 8.59% YTD. There are 283 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	35.17%	—	Aug 1994	CIUEX vs TIVFX
CIGIX	Calamos International Growth Fund	34.54%	—	Mar 2005	CIUEX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	27.78%	—	Jun 2021	CIUEX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	27.01%	—	Apr 2019	CIUEX vs FISZX
DCINX	Dunham International Stock Fund	26.35%	—	Dec 2004	CIUEX vs DCINX

Lowest Volatility Alternatives to CIUEX

CIUEX has 15.77% 1-year volatility. There are 307 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	9.17%	—	Nov 1997	CIUEX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.18%	—	Feb 2017	CIUEX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.18%	—	Sep 1996	CIUEX vs FAOAX
FAERX	Fidelity Advisor Overseas Fund Class M	9.19%	—	Apr 1990	CIUEX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.20%	—	Jul 1995	CIUEX vs FAOIX

Lowest Drawdown Alternatives to CIUEX

CIUEX has a 1-year max drawdown of -11.89%. There are 235 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	CIUEX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	CIUEX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	CIUEX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	CIUEX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	CIUEX vs FAERX

Other Mutual Funds from Six Circles

The 6 most viewed Six Circles mutual funds shown here include CUSUX, CMIUX, CUSDX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CUSUX	Six Circles U.S. Unconstrained Equity Fund	Large Cap Blend Equities	58	9.20%	—	Jul 2018	CIUEX vs CUSUX
CMIUX	Six Circles Managed Equity Portfolio International...	Europe Equities	24	8.79%	—	Apr 2019	CIUEX vs CMIUX
CUSDX	Six Circles Ultra Short Duration Fund	Ultrashort Bond	99	1.42%	—	Jul 2018	CIUEX vs CUSDX
CBTAX	Six Circles Tax Aware Bond Fund	Municipal Bonds	81	1.69%	—	May 2020	CIUEX vs CBTAX
CUTAX	Six Circles Tax Aware Ultra Short Duration Fund	Ultrashort Bond	98	1.44%	—	Jul 2018	CIUEX vs CUTAX
CRDOX	Six Circles Credit Opportunities Fund	High Yield Bonds	83	2.03%	—	Nov 2020	CIUEX vs CRDOX

Often Compared With CIUEX

Investors most often compare CIUEX with VOO, FXAIX, BBEU. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	CIUEX vs VOO
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	CIUEX vs FXAIX
BBEU	JPMorgan BetaBuilders Europe ETF	Europe Equities	32	5.53%	9.14B	Jun 2018	CIUEX vs BBEU
BRK-B	Berkshire Hathaway Inc.		23	-5.43%	—	—	CIUEX vs BRK-B
CMEUX	Six Circles Managed Equity Portfolio U.S. Unconstr...	Large Cap Blend Equities	77	12.07%	—	Apr 2019	CIUEX vs CMEUX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	25	6.21%	—	Jun 2021	CIUEX vs GQJPX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	CIUEX vs ANDIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	81	9.82%	—	Jun 2015	CIUEX vs KGIIX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.45%	—	Dec 2016	CIUEX vs GSIMX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	14.34%	—	Jul 1998	CIUEX vs GTMIX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	81	14.61%	—	Sep 2011	CIUEX vs PTSIX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	87	13.98%	—	Jan 2014	CIUEX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	87	13.86%	—	Jan 2014	CIUEX vs EPDPX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	58	13.80%	—	Jun 2015	CIUEX vs PPYPX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	84	15.07%	—	Jun 2015	CIUEX vs PZRIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	26	6.18%	—	Oct 2016	CIUEX vs SIMYX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	42	13.81%	—	Jul 1997	CIUEX vs APHIX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	9	3.96%	—	May 2015	CIUEX vs FSKLX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.39%	—	Dec 2016	CIUEX vs GSINX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	38	10.01%	—	Jun 1993	CIUEX vs TBGVX

Compare CIUEX with Any Fund or Stock

Compare CIUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair CIUEX with funds that move differently

Six Circles International Unconstrained Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIUEX.

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Six Circles International Unconstrained Equity Fund (CIUEX) Alternatives