Cohen & Steers Closed-End Opportunity Fund (FOF) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOF
FOF charges 0.95% annually. There are 221 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | FOF vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FOF vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FOF vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FOF vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | FOF vs VVIAX |
Best Risk-Adjusted Alternatives to FOF
FOF has a PortfoliosLab risk / return rank of 27. There are 274 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FOF vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FOF vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | FOF vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | FOF vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | FOF vs AVLVX |
Top Performing FOF Alternatives (YTD)
FOF is at 9.03% YTD. There are 258 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | FOF vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | FOF vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | FOF vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | FOF vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | FOF vs YAFFX |
Lowest Volatility Alternatives to FOF
FOF has 13.93% 1-year volatility. There are 293 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | FOF vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | FOF vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | FOF vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | FOF vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | FOF vs TMMAX |
Lowest Drawdown Alternatives to FOF
FOF has a 1-year max drawdown of -15.07%. There are 317 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FOF vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FOF vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FOF vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FOF vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FOF vs SVAIX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include CSRIX, CSRSX, CPXIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 23 | 15.14% | — | Feb 2000 | FOF vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 22 | 15.05% | — | Jul 1991 | FOF vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 79 | 2.17% | — | May 2010 | FOF vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 75 | 12.86% | — | Aug 2017 | FOF vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 27 | 14.64% | — | Jul 1998 | FOF vs CSDIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 77 | 13.07% | — | May 2004 | FOF vs CSUIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 97 | 32.43% | — | Dec 2013 | FOF vs MLOZX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 37 | 10.83% | — | Jan 2012 | FOF vs RAPZX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 86 | 2.35% | — | Nov 2015 | FOF vs LPXZX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 27 | 14.62% | — | Oct 2014 | FOF vs CSZIX |
Often Compared With FOF
Investors most often compare FOF with CEFS, STRC, AMLP. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare FOF with Any Fund or Stock
Compare FOF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOF with funds that move differently
Cohen & Steers Closed-End Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOF.
Explore FOF Diversifiers