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 215 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 Overseas Fund | 0.01% | — | Jun 2019 | GHTMX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | GHTMX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | GHTMX vs FINVX | |
| 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 |
Best Risk-Adjusted Alternatives to GHTMX
GHTMX has a PortfoliosLab risk / return rank of 42. There are 134 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 | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | GHTMX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | GHTMX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | GHTMX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | GHTMX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | GHTMX vs DFWVX |
Top Performing GHTMX Alternatives (YTD)
GHTMX is at 13.30% YTD. There are 115 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | GHTMX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | GHTMX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | GHTMX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | GHTMX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | GHTMX vs DCINX |
Lowest Volatility Alternatives to GHTMX
GHTMX has 15.42% 1-year volatility. There are 284 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | GHTMX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | GHTMX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | GHTMX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | GHTMX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | 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 M | -7.29% | — | Apr 1990 | GHTMX vs FAERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | GHTMX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | GHTMX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | GHTMX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | GHTMX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | GHTMX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | GHTMX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | GHTMX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | GHTMX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | GHTMX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | GHTMX vs ASFYX |
Often Compared With GHTMX
Investors most often compare GHTMX with JIJIX, STEZX, GTMIX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | GHTMX vs JIJIX | |
| AB International Strategic Equities Portfolio | Foreign Large Cap Equities | 82 | 21.69% | — | Dec 2015 | GHTMX vs STEZX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 88 | 14.34% | — | Jul 1998 | GHTMX vs GTMIX | |
| Kopernik International Fund | Foreign Large Cap Equities | 81 | 9.82% | — | Jun 2015 | GHTMX vs KGIIX | |
| Tweedy, Browne International Value Fund | Foreign Large Cap Equities | 38 | 10.01% | — | Jun 1993 | GHTMX vs TBGVX | |
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 87 | 13.98% | — | Jan 2014 | GHTMX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 87 | 13.86% | — | Jan 2014 | GHTMX vs EPDPX | |
| SA International Value Fund | Foreign Large Cap Equities | 87 | 11.49% | — | Aug 1999 | GHTMX vs SAHMX |
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