Mirova Global Sustainable Equity Fund (ESGYX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ESGYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESGYX
ESGYX charges 0.95% annually. There are 113 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | ESGYX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ESGYX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ESGYX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ESGYX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | ESGYX vs VTWAX |
Best Risk-Adjusted Alternatives to ESGYX
ESGYX has a PortfoliosLab risk / return rank of 8. There are 219 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | ESGYX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | ESGYX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | ESGYX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | ESGYX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | ESGYX vs JGYIX |
Top Performing ESGYX Alternatives (YTD)
ESGYX is at -1.87% YTD. There are 229 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | ESGYX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | ESGYX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | ESGYX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | ESGYX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | ESGYX vs FIQOX |
Lowest Volatility Alternatives to ESGYX
ESGYX has 13.68% 1-year volatility. There are 110 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | ESGYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | ESGYX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | ESGYX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | ESGYX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | ESGYX vs SGMAX |
Lowest Drawdown Alternatives to ESGYX
ESGYX has a 1-year max drawdown of -11.49%. There are 156 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | ESGYX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ESGYX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | ESGYX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | ESGYX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | ESGYX vs SVTAX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LSIIX, LGRRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -7.22% | — | May 1991 | ESGYX vs LSGRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 12 | 0.25% | — | Dec 1996 | ESGYX vs LSIIX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -7.36% | — | Feb 2013 | ESGYX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 52 | 8.43% | — | Sep 2008 | ESGYX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 20 | 0.14% | — | Nov 1973 | ESGYX vs NEFRX | |
| Gateway Fund | Options Trading | 55 | 3.31% | — | Dec 1977 | ESGYX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 76 | 4.26% | — | Sep 2014 | ESGYX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 9 | -3.30% | — | Jul 1994 | ESGYX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 15 | -1.60% | — | May 1931 | ESGYX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 57 | 3.42% | — | — | ESGYX vs GTEYX |
Often Compared With ESGYX
Investors most often compare ESGYX with SSAB-B.ST, VISGX, NSRIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ESGYX with Any Fund or Stock
Compare ESGYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESGYX with funds that move differently
Mirova Global Sustainable Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESGYX.
Explore ESGYX Diversifiers