Columbia Overseas Value Fund Institutional 3 Class (COSYX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to COSYX

COSYX charges 0.77% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among COSYX alternatives.

Symbol	Name	Expense Ratio	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	Sep 29, 2009	COSYX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	Dec 3, 2009	COSYX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	Jun 21, 2019	COSYX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	Dec 3, 2009	COSYX vs FIGSX
FHLFX	Fidelity Series International Index Fund	0.01%	Aug 17, 2018	COSYX vs FHLFX

Best Risk-Adjusted Alternatives to COSYX

Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
KGIIX	Kopernik International Fund	98	Jun 29, 2015	COSYX vs KGIIX
EPDIX	EuroPac International Dividend Income Fund	97	Jan 9, 2014	COSYX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	97	Jan 10, 2014	COSYX vs EPDPX
TIVFX	American Beacon Tocqueville International Value Fu...	96	Aug 1, 1994	COSYX vs TIVFX
GTMIX	GMO Tax-Managed International Equities Fund	95	Jul 28, 1998	COSYX vs GTMIX

Top Performing COSYX Alternatives (YTD)

COSYX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	10.36%	Aug 1, 1994	COSYX vs TIVFX
PPYPX	PIMCO RAE International Fund	8.42%	Jun 4, 2015	COSYX vs PPYPX
PZRIX	PIMCO RAE Global ex-US Fund	7.89%	Jun 4, 2015	COSYX vs PZRIX
PTSIX	PIMCO RAE PLUS International Fund	7.77%	Sep 29, 2011	COSYX vs PTSIX
KGIIX	Kopernik International Fund	5.93%	Jun 29, 2015	COSYX vs KGIIX

Lowest Volatility Alternatives to COSYX

COSYX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TBGVX	Tweedy, Browne International Value Fund	12.26%	Jun 14, 1993	COSYX vs TBGVX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	12.28%	May 29, 2015	COSYX vs FSKLX
GQJPX	GQG Partners International Quality Dividend Income...	12.39%	Jun 29, 2021	COSYX vs GQJPX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	12.47%	Dec 15, 2016	COSYX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	12.48%	Dec 14, 2016	COSYX vs GSINX

Lowest Drawdown Alternatives to COSYX

COSYX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
IVFIX	Federated Hermes International Strategic Value Div...	-8.47%	Jun 3, 2008	COSYX vs IVFIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	-8.55%	Oct 16, 2016	COSYX vs SIMYX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	-8.64%	May 29, 2015	COSYX vs FSKLX
GSINX	Goldman Sachs GQG Partners International Opportuni...	-8.74%	Dec 14, 2016	COSYX vs GSINX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	-8.75%	Dec 15, 2016	COSYX vs GSIMX

Other Mutual Funds from Columbia

Most popular Columbia mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SLMCX	Columbia Seligman Technology and Information Fund	Technology Equities	91	0.17%	Jun 22, 1983	COSYX vs SLMCX
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	69	1.58%	Mar 4, 1998	COSYX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	69	1.65%	Nov 8, 2012	COSYX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	68	1.55%	Nov 25, 2002	COSYX vs LBSAX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	62	-10.22%	Nov 9, 2000	COSYX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	63	-10.17%	Nov 8, 2000	COSYX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	34	-8.32%	Dec 14, 1992	COSYX vs SMGIX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	89	-0.71%	May 22, 1994	COSYX vs SHGTX
CBALX	Columbia Balanced Fund	Diversified Portfolio	46	-5.35%	Sep 30, 1991	COSYX vs CBALX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	87	0.28%	Mar 30, 2008	COSYX vs COSZX

Often Compared With COSYX

What investors most often compare with COSYX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TWCGX	American Century Growth Fund	Large Cap Growth Equities	22	-13.48%	Jun 30, 1971	COSYX vs TWCGX
FIVLX	Fidelity International Value Fund	Foreign Large Cap Equities	75	-1.56%	May 18, 2006	COSYX vs FIVLX
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Diversified	71	-3.98%	Aug 1, 2008	COSYX vs RNWGX
AEPGX	American Funds EuroPacific Growth Fund Class A	Foreign Large Cap Equities	54	-5.52%	Apr 16, 1984	COSYX vs AEPGX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	57	-5.45%	—	COSYX vs RERGX
IDMO	Invesco S&P International Developed Momentum ETF	Global Equities	84	-0.82%	Feb 24, 2012	COSYX vs IDMO
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	45	-6.77%	—	COSYX vs FSKAX
VEA	Vanguard FTSE Developed Markets ETF	Foreign Large Cap Equities	87	2.75%	Jul 20, 2007	COSYX vs VEA
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	53	-0.25%	Jul 9, 2012	COSYX vs ANDIX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	89	3.79%	Jul 1, 1997	COSYX vs APHIX
SWRLX	Touchstone International Equity Fund	Foreign Large Cap Equities	94	2.74%	Mar 1, 1993	COSYX vs SWRLX

Compare COSYX with Any Fund or Stock

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

Symbol name

Columbia Overseas Value Fund Institutional 3 Class

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