Kopernik Global All-Cap Fund Class A (KGGAX) Alternatives
Kopernik Global All-Cap Fund Class A (KGGAX) belongs to the Foreign Small & Mid 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 KGGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to KGGAX
KGGAX charges 1.26% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among KGGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | KGGAX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | KGGAX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | KGGAX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | KGGAX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | KGGAX vs DFVQX |
Best Risk-Adjusted Alternatives to KGGAX
Among mutual funds in the Foreign Small & Mid Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | KGGAX vs KGGIX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | KGGAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | KGGAX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | KGGAX vs AVDVX | |
| Virtus International Small-Cap Fund | 94 | Dec 30, 1997 | KGGAX vs ALOIX |
Top Performing KGGAX Alternatives (YTD)
KGGAX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | KGGAX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | KGGAX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | KGGAX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | KGGAX vs KGGIX | |
| Causeway International Small Cap Fund | 4.10% | Oct 19, 2014 | KGGAX vs CVISX |
Lowest Volatility Alternatives to KGGAX
KGGAX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | KGGAX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | KGGAX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | KGGAX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | KGGAX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | KGGAX vs HLMSX |
Lowest Drawdown Alternatives to KGGAX
KGGAX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | KGGAX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | KGGAX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | KGGAX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | KGGAX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | KGGAX vs GISOX |
Other Mutual Funds from Kopernik
Most popular Kopernik mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Kopernik International Fund | Foreign Large Cap Equities | 98 | 5.93% | Jun 29, 2015 | KGGAX vs KGIIX |
Often Compared With KGGAX
What investors most often compare with KGGAX, based on PortfoliosLab usage data.
Compare KGGAX with Any Fund or Stock
Compare KGGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.