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 23 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 Overseas Fund | 0.01% | — | Jun 2019 | CIUEX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | CIUEX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | CIUEX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | CIUEX vs FINVX | |
| 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 | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | CIUEX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | CIUEX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | CIUEX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | CIUEX vs DCINX | |
| 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 | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | CIUEX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | CIUEX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | CIUEX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | CIUEX vs FISZX | |
| 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | CIUEX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | CIUEX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | CIUEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | CIUEX vs FAERX | |
| 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 | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | CIUEX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | CIUEX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | CIUEX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | CIUEX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | CIUEX vs FAOAX |
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 | |
|---|---|---|---|---|---|---|---|
| Six Circles U.S. Unconstrained Equity Fund | Large Cap Blend Equities | 58 | 9.20% | — | Jul 2018 | CIUEX vs CUSUX | |
| Six Circles Managed Equity Portfolio International... | Europe Equities | 24 | 8.79% | — | Apr 2019 | CIUEX vs CMIUX | |
| Six Circles Ultra Short Duration Fund | Ultrashort Bond | 99 | 1.42% | — | Jul 2018 | CIUEX vs CUSDX | |
| Six Circles Tax Aware Bond Fund | Municipal Bonds | 81 | 1.69% | — | May 2020 | CIUEX vs CBTAX | |
| Six Circles Tax Aware Ultra Short Duration Fund | Ultrashort Bond | 98 | 1.44% | — | Jul 2018 | CIUEX vs CUTAX | |
| 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.
Compare CIUEX with Any Fund or Stock
Compare CIUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore CIUEX Diversifiers