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 177 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 International Value Fund | 0.01% | — | Dec 2009 | COSTX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | COSTX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | COSTX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | COSTX vs FIGSX | |
| 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 35. There are 239 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | COSTX vs TIVFX | |
| Touchstone International Equity Fund | 93 | — | Mar 1993 | COSTX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | COSTX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | COSTX vs THOIX | |
| Dunham International Stock Fund | 90 | — | Dec 2004 | COSTX vs DCINX |
Top Performing COSTX Alternatives (YTD)
COSTX is at 7.43% YTD. There are 328 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 38.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 38.55% | — | Aug 1994 | COSTX vs TIVFX | |
| Calamos International Growth Fund | 35.71% | — | Mar 2005 | COSTX vs CIGIX | |
| Lord Abbett International Growth Fund | 31.62% | — | Jun 2021 | COSTX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 31.45% | — | Apr 2019 | COSTX vs FISZX | |
| John Hancock International Dynamic Growth Fund | 30.75% | — | May 2019 | COSTX vs JIJIX |
Lowest Volatility Alternatives to COSTX
COSTX has 14.93% 1-year volatility. There are 148 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | COSTX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | COSTX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | COSTX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | COSTX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | COSTX vs FAOIX |
Lowest Drawdown Alternatives to COSTX
COSTX has a 1-year max drawdown of -11.82%. There are 226 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 | COSTX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | COSTX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | COSTX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | COSTX vs FAOIX | |
| 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, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | COSTX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | COSTX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | COSTX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | COSTX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | COSTX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 76 | 30.84% | — | Nov 2000 | COSTX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 77 | 30.99% | — | Nov 2000 | COSTX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 49 | 9.02% | — | Dec 1992 | COSTX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 54 | 6.03% | — | Sep 1991 | COSTX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.13% | — | Mar 2008 | COSTX vs COSZX |
Often Compared With COSTX
Investors most often compare COSTX with TBGVX, EPDIX, SSIFX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 45 | 10.47% | — | Jun 1993 | COSTX vs TBGVX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 75 | 8.59% | — | Jan 2014 | COSTX vs EPDIX | |
| Sextant International Fund | Foreign Large Cap Equities | 47 | 21.59% | — | Sep 1995 | COSTX vs SSIFX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 46 | 14.80% | — | Jul 1997 | COSTX vs APHIX | |
| Kopernik International Fund | Foreign Large Cap Equities | 54 | 5.23% | — | Jun 2015 | COSTX vs KGIIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 74 | 8.44% | — | Jan 2014 | COSTX vs EPDPX | |
| SA International Value Fund | Foreign Large Cap Equities | 88 | 10.81% | — | Aug 1999 | COSTX vs SAHMX |
Compare COSTX with Any Fund or Stock
Compare COSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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