Cohen & Steers Closed-End Opportunity Fund (FOF) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FOF
FOF charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FOF alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FOF vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FOF vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FOF vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FOF vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FOF vs TILVX |
Best Risk-Adjusted Alternatives to FOF
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FOF vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FOF vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FOF vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FOF vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FOF vs VALAX |
Top Performing FOF Alternatives (YTD)
FOF alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FOF vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FOF vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FOF vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FOF vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FOF vs HFCVX |
Lowest Volatility Alternatives to FOF
FOF alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FOF vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FOF vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FOF vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FOF vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FOF vs ACIIX |
Lowest Drawdown Alternatives to FOF
FOF alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FOF vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FOF vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FOF vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FOF vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FOF vs PSECX |
Other Mutual Funds from Cohen & Steers
Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 9 | 1.88% | Feb 14, 2000 | FOF vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 9 | 1.77% | Jul 2, 1991 | FOF vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 82 | -1.38% | May 2, 2010 | FOF vs CPXIX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | FOF vs IRFIX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 90 | -0.77% | Nov 29, 2015 | FOF vs LPXZX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | 95 | 27.86% | Dec 19, 2013 | FOF vs MLOZX | |
| Cohen & Steers Preferred Securities and Income SMA... | Preferred Stock/Convertible Bonds | 89 | -1.14% | Feb 28, 2019 | FOF vs PISHX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 78 | 10.26% | Jan 30, 2012 | FOF vs RAPZX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | Energy Equities | 86 | 8.44% | May 2, 2004 | FOF vs CSUIX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 9 | 1.50% | Jul 15, 1998 | FOF vs CSDIX |
Often Compared With FOF
What investors most often compare with FOF, 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.