Harbor Overseas Fund (HAONX) 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 HAONX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HAONX
HAONX charges 1.21% annually. There are 358 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 | HAONX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | HAONX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | HAONX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | HAONX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | HAONX vs FHLFX |
Best Risk-Adjusted Alternatives to HAONX
HAONX has a PortfoliosLab risk / return rank of 65. There are 73 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 | HAONX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | HAONX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | HAONX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | HAONX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | HAONX vs THOIX |
Top Performing HAONX Alternatives (YTD)
HAONX is at 17.09% YTD. There are 37 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 | HAONX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | HAONX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | HAONX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | HAONX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | HAONX vs FISZX |
Lowest Volatility Alternatives to HAONX
HAONX has 15.99% 1-year volatility. There are 273 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 | HAONX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | HAONX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | HAONX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | HAONX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | HAONX vs FAOIX |
Lowest Drawdown Alternatives to HAONX
HAONX has a 1-year max drawdown of -11.72%. There are 207 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 | HAONX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | HAONX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | HAONX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | HAONX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | HAONX vs FAOAX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 12 | 3.75% | — | Dec 1987 | HAONX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 12 | 3.79% | — | — | HAONX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 6.22% | — | Dec 1987 | HAONX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 85 | 33.41% | — | Dec 2001 | HAONX vs HASCX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 48 | 20.58% | — | Nov 2000 | HAONX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 25 | 0.58% | — | Dec 1987 | HAONX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 88 | 17.38% | — | Mar 2002 | HAONX vs HAMVX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.42% | — | Jun 2018 | HAONX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 12 | 1.12% | — | Dec 1987 | HAONX vs HAVLX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 63 | 16.17% | — | Dec 2019 | HAONX vs HMCNX |
Often Compared With HAONX
Investors most often compare HAONX with ARTKX, HIISX, HICSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HAONX with Any Fund or Stock
Compare HAONX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HAONX with funds that move differently
Harbor Overseas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HAONX.
Explore HAONX Diversifiers