Lazard International Strategic Equity Portfolio R6 (LISIX) 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 LISIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LISIX
LISIX charges 0.80% annually. There are 157 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 | LISIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | LISIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | LISIX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | LISIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | LISIX vs FHLFX |
Best Risk-Adjusted Alternatives to LISIX
LISIX has a PortfoliosLab risk / return rank of 33. There are 266 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | LISIX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | LISIX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | LISIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | LISIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | LISIX vs THOIX |
Top Performing LISIX Alternatives (YTD)
LISIX is at 13.95% YTD. There are 137 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | LISIX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | LISIX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | LISIX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | LISIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | LISIX vs FISZX |
Lowest Volatility Alternatives to LISIX
LISIX has 16.04% 1-year volatility. There are 278 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | LISIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | LISIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | LISIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | LISIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | LISIX vs FAOIX |
Lowest Drawdown Alternatives to LISIX
LISIX has a 1-year max drawdown of -12.28%. There are 267 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 | LISIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | LISIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | LISIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | LISIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | LISIX vs FAOAX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 7 categories.
Often Compared With LISIX
Investors most often compare LISIX with MGGIX, VFIAX, SICNX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare LISIX with Any Fund or Stock
Compare LISIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LISIX with funds that move differently
Lazard International Strategic Equity Portfolio R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LISIX.
Explore LISIX Diversifiers