Grandeur Peak Global Stalwarts Fund (GGSOX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GGSOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GGSOX
GGSOX charges 1.21% annually. There are 192 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GGSOX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | GGSOX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GGSOX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | GGSOX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GGSOX vs UCEQX |
Best Risk-Adjusted Alternatives to GGSOX
GGSOX has a PortfoliosLab risk / return rank of 6. There are 224 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | GGSOX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | GGSOX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | GGSOX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | GGSOX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | GGSOX vs LVAFX |
Top Performing GGSOX Alternatives (YTD)
GGSOX is at 7.86% YTD. There are 158 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | GGSOX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | GGSOX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | GGSOX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | GGSOX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | GGSOX vs YFSNX |
Lowest Volatility Alternatives to GGSOX
GGSOX has 18.47% 1-year volatility. There are 203 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | GGSOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | GGSOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | GGSOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | GGSOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | GGSOX vs SGMAX |
Lowest Drawdown Alternatives to GGSOX
GGSOX has a 1-year max drawdown of -10.28%. There are 106 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | GGSOX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GGSOX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GGSOX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | GGSOX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | GGSOX vs CSUAX |
Other Mutual Funds from Grandeur Peak Funds
The 7 most viewed Grandeur Peak Funds mutual funds shown here include GPIOX, GISOX, GPGCX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Grandeur Peak International Opportunities Fund | Foreign Small & Mid Cap Equities | 7 | 6.69% | — | Oct 2011 | GGSOX vs GPIOX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 10 | 12.34% | — | Aug 2015 | GGSOX vs GISOX | |
| Grandeur Peak Global Contrarian Fund | Global Equities | 32 | 9.37% | — | Sep 2019 | GGSOX vs GPGCX | |
| Grandeur Peak Global Micro Cap Fund | Foreign Small & Mid Cap Equities | 6 | 1.80% | — | Oct 2015 | GGSOX vs GPMCX | |
| Grandeur Peak Emerging Markets Opportunities Fund | Emerging Markets Diversified | 22 | 15.97% | — | Dec 2013 | GGSOX vs GPEOX | |
| Grandeur Peak Global Reach Fund | Global Equities | 9 | 5.59% | — | Jun 2013 | GGSOX vs GPROX | |
| Grandeur Peak Global Opportunities Fund | Global Equities | 13 | 9.91% | — | Oct 2011 | GGSOX vs GPGOX |
Often Compared With GGSOX
Investors most often compare GGSOX with AVDV, VGPMX, ARTHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GGSOX with Any Fund or Stock
Compare GGSOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GGSOX with funds that move differently
Grandeur Peak Global Stalwarts Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GGSOX.
Explore GGSOX Diversifiers