GMO Tax-Managed International Equities Fund (GTMIX) 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 GTMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GTMIX
GTMIX charges 0.68% annually. There are 121 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 | GTMIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | GTMIX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | GTMIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | GTMIX vs FHLFX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | GTMIX vs FIGSX |
Best Risk-Adjusted Alternatives to GTMIX
GTMIX has a PortfoliosLab risk / return rank of 98. No mutual funds in the Foreign Large Cap Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SA International Value Fund | 96 | — | Aug 1999 | GTMIX vs SAHMX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | GTMIX vs SWRLX | |
| PIMCO RAE PLUS International Fund | 94 | — | Sep 2011 | GTMIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | GTMIX vs VIHAX | |
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | GTMIX vs THOIX |
Top Performing GTMIX Alternatives (YTD)
GTMIX is at 21.28% YTD. There are 3 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | GTMIX vs DCINX | |
| Fidelity SAI International SMA Completion Fund | 22.43% | — | Apr 2019 | GTMIX vs FISZX | |
| Touchstone International Equity Fund | 21.94% | — | Mar 1993 | GTMIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.04% | — | Jun 2006 | GTMIX vs GIOTX | |
| Pear Tree Polaris Foreign Value Fund | 20.65% | — | May 1998 | GTMIX vs QFVOX |
Lowest Volatility Alternatives to GTMIX
GTMIX has 12.71% 1-year volatility. There are 28 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.51% | — | Nov 1997 | GTMIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.52% | — | Sep 1996 | GTMIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.53% | — | Feb 2017 | GTMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.54% | — | Apr 1990 | GTMIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.54% | — | Jul 1995 | GTMIX vs FAOIX |
Lowest Drawdown Alternatives to GTMIX
GTMIX has a 1-year max drawdown of -7.90%. There are 18 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 | GTMIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | GTMIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | GTMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | GTMIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | GTMIX vs FAOAX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GQETX, GMGEX, GMOIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Quality Factor, Large Cap Blend Equities | 63 | 8.75% | — | Feb 2004 | GTMIX vs GQETX | |
| GMO Global Equity Allocation Fund | Global Equities | 95 | 20.70% | — | Nov 1996 | GTMIX vs GMGEX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 88 | 20.28% | — | Mar 1987 | GTMIX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.86% | — | Apr 1994 | GTMIX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.59% | — | Mar 2009 | GTMIX vs GUSTX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 13.41% | — | Jun 2011 | GTMIX vs GBFFX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 76 | 0.96% | — | Apr 1997 | GTMIX vs GUGAX | |
| GMO Global Developed Equity Allocation Fund | Global Equities | 95 | 18.74% | — | Jun 2005 | GTMIX vs GWOAX | |
| GMO Alternative Allocation Fund | Multistrategy | 87 | 5.35% | — | May 2019 | GTMIX vs GAAVX | |
| GMO Climate Change Fund | Global Equities | 60 | 11.62% | — | Apr 2017 | GTMIX vs GCCHX |
Often Compared With GTMIX
Investors most often compare GTMIX with ANDIX, AWPAX, GOGIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GTMIX with Any Fund or Stock
Compare GTMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GTMIX with funds that move differently
GMO Tax-Managed International Equities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GTMIX.
Explore GTMIX Diversifiers