VY Morgan Stanley Global Franchise Portfolio (IVGTX) 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 IVGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVGTX
IVGTX charges 1.20% annually. There are 190 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 | IVGTX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | IVGTX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | IVGTX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | IVGTX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | IVGTX vs VTWAX |
Best Risk-Adjusted Alternatives to IVGTX
IVGTX has a PortfoliosLab risk / return rank of 0. There are 246 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | IVGTX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | IVGTX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | IVGTX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | IVGTX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | IVGTX vs FMIEX |
Top Performing IVGTX Alternatives (YTD)
IVGTX is at -8.22% YTD. There are 245 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | IVGTX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | IVGTX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | IVGTX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | IVGTX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | IVGTX vs PGVFX |
Lowest Volatility Alternatives to IVGTX
IVGTX has 12.48% 1-year volatility. There are 57 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | IVGTX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | IVGTX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | IVGTX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | IVGTX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | IVGTX vs SGMAX |
Lowest Drawdown Alternatives to IVGTX
IVGTX has a 1-year max drawdown of -19.45%. There are 232 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 | IVGTX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | IVGTX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | IVGTX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | IVGTX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | IVGTX vs SVTAX |
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 | 84 | 25.66% | — | Nov 1935 | IVGTX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 20 | 5.28% | — | May 2009 | IVGTX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 10.02% | — | Dec 2007 | IVGTX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.21% | — | Dec 1998 | IVGTX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 61 | 10.30% | — | Mar 2008 | IVGTX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 74 | 11.01% | — | Jan 2006 | IVGTX vs IFTIX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 51 | 1.53% | — | Sep 2015 | IVGTX vs ATLAX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVGTX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 95 | 18.43% | — | May 2009 | IVGTX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 48 | 1.29% | — | May 2004 | IVGTX vs IPHYX |
Often Compared With IVGTX
Investors most often compare IVGTX with LVHI, GLIFX, GQFPX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare IVGTX with Any Fund or Stock
Compare IVGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVGTX with funds that move differently
VY Morgan Stanley Global Franchise Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVGTX.
Explore IVGTX Diversifiers