COSTX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to COSTX

COSTX charges 0.84% annually. There are 186 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	COSTX vs FSGEX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	COSTX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	COSTX vs FHLFX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	COSTX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	COSTX vs FSOSX

Best Risk-Adjusted Alternatives to COSTX

COSTX has a PortfoliosLab risk / return rank of 43. There are 288 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	COSTX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	COSTX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	COSTX vs PTSIX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	COSTX vs VIHAX
DFVIX	DFA International Value III Portfolio	94	—	Feb 1995	COSTX vs DFVIX

Top Performing COSTX Alternatives (YTD)

COSTX is at 8.26% YTD. There are 346 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	23.03%	—	Dec 2004	COSTX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	22.05%	—	Jul 1998	COSTX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.39%	—	Mar 1993	COSTX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	21.36%	—	Jun 2006	COSTX vs GIOTX
FISZX	Fidelity SAI International SMA Completion Fund	20.57%	—	Apr 2019	COSTX vs FISZX

Lowest Volatility Alternatives to COSTX

COSTX has 15.37% 1-year volatility. There are 161 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	COSTX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	COSTX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	COSTX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	COSTX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	COSTX vs FAOIX

Lowest Drawdown Alternatives to COSTX

COSTX has a 1-year max drawdown of -11.82%. There are 230 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	COSTX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	COSTX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	COSTX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	COSTX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	COSTX vs FAERX

Other Mutual Funds from Columbia

The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	45.62%	—	Jun 1983	COSTX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	88	36.26%	—	Nov 2009	COSTX vs STK
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	90	12.19%	—	Mar 1998	COSTX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	90	12.30%	—	Nov 2012	COSTX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	89	12.04%	—	Nov 2002	COSTX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	92	44.24%	—	May 1994	COSTX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	42	18.39%	—	Nov 2000	COSTX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	43	18.56%	—	Nov 2000	COSTX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	40	8.65%	—	Dec 1992	COSTX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	72	10.23%	—	Mar 2008	COSTX vs COSZX

Often Compared With COSTX

Investors most often compare COSTX with TBGVX, CBALX, JIJIX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	80	14.34%	—	Jun 1993	COSTX vs TBGVX
CBALX	Columbia Balanced Fund	Diversified Portfolio	46	5.53%	—	Sep 1991	COSTX vs CBALX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	26	12.26%	—	May 2019	COSTX vs JIJIX
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	89	10.91%	—	Jul 2006	COSTX vs THOIX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	87	9.59%	—	Jan 2014	COSTX vs EPDIX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	59	15.20%	—	Jul 1997	COSTX vs APHIX
SSIFX	Sextant International Fund	Foreign Large Cap Equities	40	15.36%	—	Sep 1995	COSTX vs SSIFX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	66	5.87%	—	Jun 2015	COSTX vs KGIIX
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	29	16.59%	—	Mar 2005	COSTX vs CIGIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	86	9.36%	—	Jan 2014	COSTX vs EPDPX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	52	17.03%	—	Aug 1994	COSTX vs TIVFX
LIAGX	Lord Abbett International Growth Fund	Foreign Large Cap Equities	33	16.95%	—	Jun 2021	COSTX vs LIAGX
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	88	19.24%	—	May 1998	COSTX vs QFVOX

Compare COSTX with Any Fund or Stock

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

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Diversifiers

Pair COSTX with funds that move differently

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

Explore COSTX Diversifiers

Columbia Overseas Core Fund Institutional 2 Class (COSTX) Alternatives