Manning & Napier Overseas Series (EXOSX) 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 EXOSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EXOSX
EXOSX charges 0.75% annually. There are 137 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 Index Fund | 0.01% | — | Aug 2018 | EXOSX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | EXOSX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | EXOSX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | EXOSX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | EXOSX vs FSOSX |
Best Risk-Adjusted Alternatives to EXOSX
EXOSX has a PortfoliosLab risk / return rank of 9. There are 383 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 | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 93 | — | Jul 1998 | EXOSX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | EXOSX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | EXOSX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | EXOSX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | EXOSX vs DCINX |
Top Performing EXOSX Alternatives (YTD)
EXOSX is at 3.53% YTD. There are 386 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | EXOSX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | EXOSX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | EXOSX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | EXOSX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | EXOSX vs LIAGX |
Lowest Volatility Alternatives to EXOSX
EXOSX has 14.82% 1-year volatility. There are 123 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | EXOSX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | EXOSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | EXOSX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | EXOSX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | EXOSX vs FAERX |
Lowest Drawdown Alternatives to EXOSX
EXOSX has a 1-year max drawdown of -11.77%. There are 215 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 | EXOSX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | EXOSX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | EXOSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | EXOSX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | EXOSX vs FAERX |
Other Mutual Funds from Manning & Napier
The 10 most viewed Manning & Napier mutual funds shown here include MNHYX, MNHAX, EXBAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Manning & Napier High Yield Bond Series | High Yield Bonds | 87 | 2.87% | — | Sep 2009 | EXOSX vs MNHYX | |
| Manning & Napier High Yield Bond I | High Yield Bonds | 78 | 2.48% | — | Aug 2012 | EXOSX vs MNHAX | |
| Manning & Napier Pro-Blend Moderate Term Series | Diversified Portfolio | 17 | 1.86% | — | Sep 1993 | EXOSX vs EXBAX | |
| Manning & Napier Disciplined Value Series | Large Cap Value Equities | 89 | 16.12% | — | Nov 2008 | EXOSX vs MNDFX | |
| Manning & Napier Rainier International Discovery S... | Foreign Small & Mid Cap Equities | 13 | 6.71% | — | Mar 2012 | EXOSX vs RAIIX | |
| Manning & Napier Pro-Blend Maximum Term Series | Diversified Portfolio | 15 | 3.99% | — | Oct 1995 | EXOSX vs EXHAX | |
| Manning & Napier Divrs Tax Exempt Series Fund | Municipal Bonds | 66 | 0.68% | — | Feb 1994 | EXOSX vs EXDVX | |
| Manning & Napier Pro-Blend Extended Term Series | Diversified Portfolio | 17 | 2.87% | — | Oct 1993 | EXOSX vs MNBAX | |
| Manning & Napier Equity Series | Large Cap Growth Equities | 9 | 2.59% | — | May 1998 | EXOSX vs EXEYX | |
| Manning & Napier Core Bond Series | Intermediate Core Bond | 17 | -0.29% | — | Apr 2005 | EXOSX vs EXCRX |
Often Compared With EXOSX
Investors most often compare EXOSX with PREIX, FIVFX, MCDWX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare EXOSX with Any Fund or Stock
Compare EXOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EXOSX with funds that move differently
Manning & Napier Overseas Series alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EXOSX.
Explore EXOSX Diversifiers