Kopernik International Fund (KGIIX) 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 KGIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KGIIX
KGIIX charges 1.04% annually. There are 300 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | KGIIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | KGIIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | KGIIX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | KGIIX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | KGIIX vs FHLFX |
Best Risk-Adjusted Alternatives to KGIIX
KGIIX has a PortfoliosLab risk / return rank of 36. There are 202 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 93 | — | Jul 1998 | KGIIX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | KGIIX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | KGIIX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | KGIIX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | KGIIX vs DCINX |
Top Performing KGIIX Alternatives (YTD)
KGIIX is at 1.63% YTD. There are 405 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | KGIIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | KGIIX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | KGIIX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | KGIIX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | KGIIX vs LIAGX |
Lowest Volatility Alternatives to KGIIX
KGIIX has 13.32% 1-year volatility. There are 45 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | KGIIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | KGIIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | KGIIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | KGIIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | KGIIX vs FAERX |
Lowest Drawdown Alternatives to KGIIX
KGIIX has a 1-year max drawdown of -11.96%. There are 238 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 | KGIIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | KGIIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | KGIIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | KGIIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | KGIIX vs FAERX |
Other Mutual Funds from Kopernik
The 2 most viewed Kopernik mutual funds shown here include KGGAX, KGGIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Kopernik Global All-Cap Fund Class A | Foreign Small & Mid Cap Equities | 29 | 0.58% | — | Nov 2013 | KGIIX vs KGGAX | |
| Kopernik Global All-Cap Fund | Foreign Small & Mid Cap Equities | 30 | 0.77% | — | Oct 2013 | KGIIX vs KGGIX |
Often Compared With KGIIX
Investors most often compare KGIIX with DEMIX, GOGIX, AVALX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare KGIIX with Any Fund or Stock
Compare KGIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KGIIX with funds that move differently
Kopernik International Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KGIIX.
Explore KGIIX Diversifiers