COSSX Alternatives & Similar Mutual Funds

Columbia Overseas Value Fund Institutional 2 Class (COSSX) 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 COSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to COSSX

COSSX charges 0.82% annually. There are 167 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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	COSSX vs FSGEX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	COSSX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	COSSX vs FINVX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	COSSX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	COSSX vs FHLFX

Best Risk-Adjusted Alternatives to COSSX

COSSX has a PortfoliosLab risk / return rank of 26. 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
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	COSSX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	COSSX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	COSSX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	COSSX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	COSSX vs THOIX

Top Performing COSSX Alternatives (YTD)

COSSX is at 1.06% YTD. There are 405 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
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	COSSX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	COSSX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	COSSX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	COSSX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	COSSX vs FISZX

Lowest Volatility Alternatives to COSSX

COSSX has 14.83% 1-year volatility. There are 136 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
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	COSSX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	COSSX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	COSSX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	COSSX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	COSSX vs FAOIX

Lowest Drawdown Alternatives to COSSX

COSSX has a 1-year max drawdown of -11.78%. There are 219 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	COSSX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	COSSX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	COSSX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	COSSX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	COSSX vs FAOAX

Other Mutual Funds from Columbia

The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund	Technology Equities	96	59.22%	—	Jun 1983	COSSX vs SLMCX
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	79	8.83%	—	Mar 1998	COSSX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	79	8.90%	—	Nov 2012	COSSX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	77	8.70%	—	Nov 2002	COSSX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	96	58.24%	—	May 1994	COSSX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	78	31.05%	—	Nov 2000	COSSX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	79	31.20%	—	Nov 2000	COSSX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	47	8.24%	—	Dec 1992	COSSX vs SMGIX
CBALX	Columbia Balanced Fund	Diversified Portfolio	51	5.48%	—	Sep 1991	COSSX vs CBALX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	26	1.13%	—	Mar 2008	COSSX vs COSZX

Often Compared With COSSX

Investors most often compare COSSX with PCCOX, APHIX, APHKX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PCCOX	T. Rowe Price U.S. Equity Research Fund I Class	Large Cap Blend Equities	65	10.60%	—	Nov 2016	COSSX vs PCCOX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	46	15.87%	—	Jul 1997	COSSX vs APHIX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	45	10.82%	—	Oct 2006	COSSX vs APHKX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	COSSX vs ANDIX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	75	8.07%	—	Jan 2014	COSSX vs EPDIX
IDMO	Invesco S&P International Developed Momentum ETF	Momentum, Foreign Large Cap Equities	45	9.69%	3.93B	Feb 2012	COSSX vs IDMO
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	21	4.24%	—	May 2007	COSSX vs FTCNX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.65%	—	Dec 2016	COSSX vs GSIMX
FACNX	Fidelity Advisor Canada Fund Class A	Foreign Large Cap Equities	22	4.37%	—	May 2007	COSSX vs FACNX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	74	7.93%	—	Jan 2014	COSSX vs EPDPX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	14	3.49%	—	May 2015	COSSX vs FSKLX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	53	4.07%	—	Jun 2015	COSSX vs KGIIX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	55	10.21%	—	Jun 2015	COSSX vs PPYPX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	77	10.46%	—	Jun 2015	COSSX vs PZRIX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	COSSX vs GSINX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	36	6.18%	—	Oct 2016	COSSX vs SIMYX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	79	11.46%	—	Sep 2011	COSSX vs PTSIX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	20	3.84%	—	Jun 2021	COSSX vs GQJPX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	10.22%	—	Jun 1993	COSSX vs TBGVX
FICDX	Fidelity Canada Fund	Foreign Large Cap Equities	23	4.52%	—	Nov 1987	COSSX vs FICDX

Compare COSSX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair COSSX with funds that move differently

Columbia Overseas Value Fund Institutional 2 Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COSSX.

Explore COSSX Diversifiers

Columbia Overseas Value Fund Institutional 2 Class (COSSX) Alternatives