VY Invesco Oppenheimer Global Portfolio (IGMIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IGMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IGMIX
IGMIX charges 0.80% annually. There are 71 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | IGMIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | IGMIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | IGMIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | IGMIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | IGMIX vs UCEQX |
Best Risk-Adjusted Alternatives to IGMIX
IGMIX has a PortfoliosLab risk / return rank of 35. There are 128 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | IGMIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | IGMIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | IGMIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | IGMIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | IGMIX vs PGVFX |
Top Performing IGMIX Alternatives (YTD)
IGMIX is at 6.95% YTD. There are 176 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | IGMIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | IGMIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | IGMIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | IGMIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | IGMIX vs YFSNX |
Lowest Volatility Alternatives to IGMIX
IGMIX has 18.70% 1-year volatility. There are 212 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | IGMIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | IGMIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | IGMIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | IGMIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | IGMIX vs SGMAX |
Lowest Drawdown Alternatives to IGMIX
IGMIX has a 1-year max drawdown of -11.33%. There are 148 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | IGMIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | IGMIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | IGMIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | IGMIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | IGMIX vs CSUAX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 70 | 24.02% | — | Nov 1935 | IGMIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 23 | 5.60% | — | May 2009 | IGMIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 11.42% | — | Dec 2007 | IGMIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 13 | 0.10% | — | Dec 1998 | IGMIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 38 | 1.07% | — | Sep 2015 | IGMIX vs ATLAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 62 | 10.26% | — | Mar 2008 | IGMIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.87% | — | Jan 2006 | IGMIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IGMIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 18.13% | — | May 2009 | IGMIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 43 | 1.29% | — | May 2004 | IGMIX vs IPHYX |
Often Compared With IGMIX
Investors most often compare IGMIX with GCCHX, VGPMX, GQFPX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IGMIX with Any Fund or Stock
Compare IGMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IGMIX with funds that move differently
VY Invesco Oppenheimer Global Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IGMIX.
Explore IGMIX Diversifiers