Dynamic International Opportunity Fund (ICCIX) 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 ICCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICCIX
ICCIX charges 1.62% annually. There are 419 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 | ICCIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | ICCIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | ICCIX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | ICCIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | ICCIX vs FHLFX |
Best Risk-Adjusted Alternatives to ICCIX
ICCIX has a PortfoliosLab risk / return rank of 56. There are 210 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | ICCIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | ICCIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | ICCIX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | ICCIX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | ICCIX vs VIHAX |
Top Performing ICCIX Alternatives (YTD)
ICCIX is at 12.09% YTD. There are 186 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | ICCIX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | ICCIX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | ICCIX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | ICCIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | ICCIX vs GIOTX |
Lowest Volatility Alternatives to ICCIX
ICCIX has 18.04% 1-year volatility. There are 345 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | ICCIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | ICCIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | ICCIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | ICCIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | ICCIX vs FAOIX |
Lowest Drawdown Alternatives to ICCIX
ICCIX has a 1-year max drawdown of -11.85%. There are 234 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 | ICCIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | ICCIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | ICCIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | ICCIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | ICCIX vs FAOAX |
Other Mutual Funds from Innealta Capital
The 2 most viewed Innealta Capital mutual funds shown here include AXVIX, ICSIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Acclivity Small Cap Value Fund | Small Cap Value Equities | 85 | 19.47% | — | Dec 2018 | ICCIX vs AXVIX | |
| Dynamic U.S. Opportunity Fund | Tactical Allocation | 37 | 5.39% | — | Dec 2011 | ICCIX vs ICSIX |
Often Compared With ICCIX
Investors most often compare ICCIX with EPDPX, EPDIX, KGIIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ICCIX with Any Fund or Stock
Compare ICCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICCIX with funds that move differently
Dynamic International Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICCIX.
Explore ICCIX Diversifiers