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 International Index Fund | 0.01% | — | Aug 2018 | LISIX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | LISIX vs FSGEX | |
| 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 Overseas Fund | 0.01% | — | Jun 2019 | LISIX vs FSOSX |
Best Risk-Adjusted Alternatives to LISIX
LISIX has a PortfoliosLab risk / return rank of 23. There are 314 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 | LISIX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | LISIX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | LISIX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | LISIX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | LISIX vs DCINX |
Top Performing LISIX Alternatives (YTD)
LISIX is at 10.52% YTD. There are 146 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 | LISIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | LISIX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | LISIX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | LISIX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | LISIX vs LIAGX |
Lowest Volatility Alternatives to LISIX
LISIX has 16.49% 1-year volatility. There are 275 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 | LISIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | LISIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | LISIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | LISIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | LISIX vs FAERX |
Lowest Drawdown Alternatives to LISIX
LISIX has a 1-year max drawdown of -12.28%. There are 266 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 M | -7.29% | — | Apr 1990 | LISIX vs FAERX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Inst... | Global Equities | 41 | 8.13% | — | — | LISIX vs GLIFX | |
| Lazard Emerging Markets Equity Portfolio | Emerging Markets Diversified | 93 | 22.81% | — | Jul 1994 | LISIX vs LZEMX | |
| Lazard Global Listed Infrastructure Portfolio Open... | Global Equities | 40 | 8.05% | — | Dec 2009 | LISIX vs GLFOX | |
| Lazard International Quality Growth Portfolio | Foreign Large Cap Equities | 2 | -2.69% | — | Dec 2018 | LISIX vs ICMPX | |
| Lazard US Equity Focus Portfolio | Large Cap Blend Equities | 45 | 8.10% | — | Dec 2004 | LISIX vs LZUSX | |
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | — | — | — | Feb 2011 | LISIX vs UMNIX | |
| Lazard International Equity Portfolio | Foreign Large Cap Equities | 34 | 8.69% | — | Oct 1991 | LISIX vs LZIEX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 52 | 22.00% | — | Nov 1993 | LISIX vs LZISX | |
| Lazard Real Assets Portfolio | Global Allocation | 82 | 11.94% | — | Dec 2016 | LISIX vs RALIX | |
| Lazard Opportunistic Strategies Portfolio | Tactical Allocation | 39 | 6.02% | — | Mar 2008 | LISIX vs LCAIX |
Often Compared With LISIX
Investors most often compare LISIX with MGGIX, VFIAX, SICNX. These 20 comparison targets span 10 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