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 117 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 Index Fund | 0.01% | — | Aug 2018 | GTMIX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | GTMIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | GTMIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | GTMIX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | GTMIX vs FSOSX |
Best Risk-Adjusted Alternatives to GTMIX
GTMIX has a PortfoliosLab risk / return rank of 93. No mutual funds in the Foreign Large Cap Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 90 | — | Mar 1993 | GTMIX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | GTMIX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | GTMIX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | GTMIX vs DCINX | |
| Thornburg Global Opportunities Fund | 86 | — | Jul 2006 | GTMIX vs THOIX |
Top Performing GTMIX Alternatives (YTD)
GTMIX is at 14.91% YTD. There are 20 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | GTMIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | GTMIX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | GTMIX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | GTMIX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | GTMIX vs LIAGX |
Lowest Volatility Alternatives to GTMIX
GTMIX has 12.97% 1-year volatility. There are 38 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | GTMIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | GTMIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | GTMIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | GTMIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | GTMIX vs FAERX |
Lowest Drawdown Alternatives to GTMIX
GTMIX has a 1-year max drawdown of -7.90%. There are 17 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 M | -7.29% | — | Apr 1990 | GTMIX vs FAERX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GQETX, GMOIX, GMGEX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 36 | 6.43% | — | Feb 2004 | GTMIX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 83 | 17.45% | — | Mar 1987 | GTMIX vs GMOIX | |
| GMO Global Equity Allocation Fund | Global Equities | 90 | 17.61% | — | Nov 1996 | GTMIX vs GMGEX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.99% | — | Apr 1994 | GTMIX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.59% | — | Mar 2009 | GTMIX vs GUSTX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 89 | 0.96% | — | Apr 1997 | GTMIX vs GUGAX | |
| GMO Benchmark-Free Fund | Global Allocation | 95 | 10.37% | — | Jun 2011 | GTMIX vs GBFFX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -5.99% | — | Mar 2009 | GTMIX vs GABFX | |
| GMO Alternative Allocation Fund | Multistrategy | 74 | 2.53% | — | May 2019 | GTMIX vs GAAVX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 98 | 8.92% | — | Apr 1994 | GTMIX vs GMCDX |
Often Compared With GTMIX
Investors most often compare GTMIX with ANDIX, AWPAX, GOGIX. These 20 comparison targets span 1 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