Goldman Sachs Emerging Markets Equity Insights Fund (GERIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GERIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GERIX
GERIX charges 1.09% annually. There are 82 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | GERIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | GERIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | GERIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | GERIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | GERIX vs TEQLX |
Best Risk-Adjusted Alternatives to GERIX
GERIX has a PortfoliosLab risk / return rank of 66. There are 74 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | GERIX vs DEMIX | |
| Lazard Emerging Markets Equity Portfolio | 93 | — | Jul 1994 | GERIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 92 | — | Nov 2021 | GERIX vs FQEMX | |
| Dodge & Cox Emerging Markets Stock Fund | 91 | — | May 2021 | GERIX vs DODEX | |
| GMO Emerging Markets ex-China Fund | 90 | — | Oct 2021 | GERIX vs GMAQX |
Top Performing GERIX Alternatives (YTD)
GERIX is at 22.74% YTD. There are 56 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 102.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 102.63% | — | Jun 1996 | GERIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 62.73% | — | Nov 2021 | GERIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 45.45% | — | Jan 2018 | GERIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 43.04% | — | Oct 2021 | GERIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 36.49% | — | Jan 1994 | GERIX vs GTDDX |
Lowest Volatility Alternatives to GERIX
GERIX has 22.58% 1-year volatility. There are 117 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.56% | — | Oct 2011 | GERIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.42% | — | Dec 2016 | GERIX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.71% | — | Dec 2013 | GERIX vs VIESX | |
| The Cook & Bynum Fund | 11.77% | — | Jun 2009 | GERIX vs COBYX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.18% | — | May 2008 | GERIX vs HLFMX |
Lowest Drawdown Alternatives to GERIX
GERIX has a 1-year max drawdown of -13.26%. There are 82 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | GERIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -8.76% | — | Sep 2007 | GERIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | GERIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | GERIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | GERIX vs GQGPX |
Other Mutual Funds from Goldman Sachs
The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 7 categories.
Often Compared With GERIX
Investors most often compare GERIX with FXAIX, NSBRX, CEMVX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GERIX with Any Fund or Stock
Compare GERIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GERIX with funds that move differently
Goldman Sachs Emerging Markets Equity Insights Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GERIX.
Explore GERIX Diversifiers