COSYX Alternatives & Similar Mutual Funds

Columbia Overseas Value Fund Institutional 3 Class (COSYX) 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 COSYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to COSYX

COSYX charges 0.77% annually. There are 151 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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	COSYX vs FSOSX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	COSYX vs FINVX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	COSYX vs FSGEX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	COSYX vs FHLFX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	COSYX vs FIGSX

Best Risk-Adjusted Alternatives to COSYX

COSYX has a PortfoliosLab risk / return rank of 63. There are 150 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	98	—	Jul 1998	COSYX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	COSYX vs SAHMX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	COSYX vs SWRLX
PTSIX	PIMCO RAE PLUS International Fund	94	—	Sep 2011	COSYX vs PTSIX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	COSYX vs VIHAX

Top Performing COSYX Alternatives (YTD)

COSYX is at 9.71% YTD. There are 316 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.49%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	23.49%	—	Dec 2004	COSYX vs DCINX
FISZX	Fidelity SAI International SMA Completion Fund	22.43%	—	Apr 2019	COSYX vs FISZX
SWRLX	Touchstone International Equity Fund	21.94%	—	Mar 1993	COSYX vs SWRLX
GTMIX	GMO Tax-Managed International Equities Fund	21.28%	—	Jul 1998	COSYX vs GTMIX
GIOTX	GMO International Developed Equity Allocation Fund	21.04%	—	Jun 2006	COSYX vs GIOTX

Lowest Volatility Alternatives to COSYX

COSYX has 14.18% 1-year volatility. There are 92 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	7.51%	—	Nov 1997	COSYX vs FAOCX
FAOAX	Fidelity Advisor Overseas Fund Class A	7.52%	—	Sep 1996	COSYX vs FAOAX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.53%	—	Feb 2017	COSYX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.54%	—	Apr 1990	COSYX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.54%	—	Jul 1995	COSYX vs FAOIX

Lowest Drawdown Alternatives to COSYX

COSYX has a 1-year max drawdown of -11.76%. 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	COSYX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	COSYX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	COSYX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	COSYX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	COSYX vs FAOAX

Other Mutual Funds from Columbia

The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, CDDYX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	95	49.56%	—	Jun 1983	COSYX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	90	41.62%	—	Nov 2009	COSYX vs STK
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	93	12.46%	—	Nov 2012	COSYX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	92	12.23%	—	Nov 2002	COSYX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	94	48.20%	—	May 1994	COSYX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	46	21.00%	—	Nov 2000	COSYX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	47	21.18%	—	Nov 2000	COSYX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	52	11.44%	—	Dec 1992	COSYX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	65	9.64%	—	Mar 2008	COSYX vs COSZX
CBALX	Columbia Balanced Fund	Diversified Portfolio	52	7.19%	—	Sep 1991	COSYX vs CBALX

Often Compared With COSYX

Investors most often compare COSYX with TWCGX, FIVLX, RNWGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCGX	American Century Growth Fund Investor Class	Large Cap Growth Equities, Actively Managed	21	4.79%	14.71B	Jun 1971	COSYX vs TWCGX
FIVLX	Fidelity International Value Fund	Foreign Large Cap Equities	74	11.33%	—	May 2006	COSYX vs FIVLX
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Equities	59	13.85%	—	Aug 2008	COSYX vs RNWGX
AEPGX	EUPAC Fund Class A	Foreign Large Cap Equities	46	9.92%	—	Apr 1984	COSYX vs AEPGX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	75	12.20%	—	—	COSYX vs FSKAX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.14%	—	May 2009	COSYX vs RERGX
IDMO	Invesco S&P International Developed Momentum ETF	Momentum, Foreign Large Cap Equities	51	13.19%	4.08B	Feb 2012	COSYX vs IDMO
VEA	Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	69	16.41%	316.30B	Jul 2007	COSYX vs VEA
VXUS	Vanguard Total International Stock ETF	Global Equities	66	15.23%	651.00B	Jan 2011	COSYX vs VXUS
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities, Low Volatility	71	11.48%	—	Oct 2016	COSYX vs SIMYX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	COSYX vs ANDIX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	58	15.64%	—	Jul 1997	COSYX vs APHIX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	92	15.43%	—	Jun 2015	COSYX vs PZRIX
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	27	17.68%	—	Mar 2005	COSYX vs CIGIX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities, Low Volatility	44	9.55%	—	May 2015	COSYX vs FSKLX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	48	19.20%	—	Aug 1994	COSYX vs TIVFX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	58	4.88%	—	Jun 2015	COSYX vs KGIIX
GQJPX	GQG Partners International Quality Dividend Income...	Quality Factor, Foreign Large Cap Equities	65	10.24%	—	Jun 2021	COSYX vs GQJPX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	46	7.52%	—	Dec 2016	COSYX vs GSIMX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	83	8.78%	—	Jan 2014	COSYX vs EPDIX

Compare COSYX with Any Fund or Stock

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

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Diversifiers

Pair COSYX with funds that move differently

Columbia Overseas Value Fund Institutional 3 Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COSYX.

Explore COSYX Diversifiers

Columbia Overseas Value Fund Institutional 3 Class (COSYX) Alternatives