Fidelity Overseas Fund (FOSFX) 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 FOSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOSFX
FOSFX charges 0.99% annually. There are 277 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 | FOSFX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | FOSFX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | FOSFX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | FOSFX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | FOSFX vs FINVX |
Best Risk-Adjusted Alternatives to FOSFX
FOSFX has a PortfoliosLab risk / return rank of 14. There are 395 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | FOSFX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | FOSFX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | FOSFX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | FOSFX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | FOSFX vs DFVIX |
Top Performing FOSFX Alternatives (YTD)
FOSFX is at 5.59% YTD. There are 388 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | FOSFX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | FOSFX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | FOSFX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | FOSFX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | FOSFX vs FISZX |
Lowest Volatility Alternatives to FOSFX
FOSFX has 18.56% 1-year volatility. There are 362 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | FOSFX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | FOSFX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | FOSFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | FOSFX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | FOSFX vs FAOIX |
Lowest Drawdown Alternatives to FOSFX
FOSFX has a 1-year max drawdown of -12.36%. There are 282 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 | FOSFX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | FOSFX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | FOSFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | FOSFX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | FOSFX vs FAOAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FOSFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FOSFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FOSFX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FOSFX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FOSFX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FOSFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FOSFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FOSFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FOSFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FOSFX vs FTIHX |
Often Compared With FOSFX
Investors most often compare FOSFX with FIVFX, FENI, FIGFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FOSFX with Any Fund or Stock
Compare FOSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOSFX with funds that move differently
Fidelity Overseas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOSFX.
Explore FOSFX Diversifiers