Goldman Sachs International Tax- Managed Equity Fund (GHTMX) 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 GHTMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GHTMX
GHTMX charges 0.90% annually. There are 216 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 Value Fund | 0.01% | — | Dec 2009 | GHTMX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | GHTMX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | GHTMX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | GHTMX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | GHTMX vs FSOSX |
Best Risk-Adjusted Alternatives to GHTMX
GHTMX has a PortfoliosLab risk / return rank of 59. There are 93 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | GHTMX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | GHTMX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | GHTMX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | GHTMX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | GHTMX vs THOIX |
Top Performing GHTMX Alternatives (YTD)
GHTMX is at 14.96% YTD. There are 99 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | GHTMX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | GHTMX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | GHTMX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | GHTMX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | GHTMX vs FISZX |
Lowest Volatility Alternatives to GHTMX
GHTMX has 15.87% 1-year volatility. There are 253 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | GHTMX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | GHTMX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | GHTMX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | GHTMX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | GHTMX vs FAOIX |
Lowest Drawdown Alternatives to GHTMX
GHTMX has a 1-year max drawdown of -12.41%. There are 285 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 | GHTMX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | GHTMX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | GHTMX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | GHTMX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | GHTMX vs FAOAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | GHTMX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | GHTMX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | GHTMX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | GHTMX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | GHTMX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | GHTMX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | GHTMX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | GHTMX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | GHTMX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | GHTMX vs FFANX |
Often Compared With GHTMX
Investors most often compare GHTMX with VFAIX, NASDX, STEZX. These 11 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GHTMX with Any Fund or Stock
Compare GHTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GHTMX with funds that move differently
Goldman Sachs International Tax- Managed Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GHTMX.
Explore GHTMX Diversifiers