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 168 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 | COSSX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | COSSX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | COSSX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | COSSX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | COSSX vs FINVX |
Best Risk-Adjusted Alternatives to COSSX
COSSX has a PortfoliosLab risk / return rank of 50. There are 147 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 95 | — | Jul 1998 | COSSX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | COSSX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | COSSX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | COSSX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | COSSX vs DFVIX |
Top Performing COSSX Alternatives (YTD)
COSSX is at 7.49% YTD. There are 336 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.25% | — | Aug 1994 | COSSX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | COSSX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | COSSX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | COSSX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | COSSX vs LIAGX |
Lowest Volatility Alternatives to COSSX
COSSX has 14.17% 1-year volatility. There are 84 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | COSSX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | COSSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | COSSX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | COSSX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | COSSX vs FAERX |
Lowest Drawdown Alternatives to COSSX
COSSX has a 1-year max drawdown of -11.78%. There are 217 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 | COSSX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | COSSX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | COSSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | COSSX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | COSSX vs FAERX |
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 | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 94 | 49.58% | — | Jun 1983 | COSSX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 89 | 11.64% | — | Mar 1998 | COSSX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 89 | 11.73% | — | Nov 2012 | COSSX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 88 | 11.51% | — | Nov 2002 | COSSX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | COSSX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 24.54% | — | Nov 2000 | COSSX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 24.70% | — | Nov 2000 | COSSX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 51 | 10.85% | — | Dec 1992 | COSSX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 57 | 7.02% | — | Sep 1991 | COSSX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 51 | 7.42% | — | 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.
Compare COSSX with Any Fund or Stock
Compare COSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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