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 163 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 Value Fund | 0.01% | — | Dec 2009 | LISIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | LISIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | LISIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | LISIX vs FHLFX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | LISIX vs FIGSX |
Best Risk-Adjusted Alternatives to LISIX
LISIX has a PortfoliosLab risk / return rank of 31. There are 335 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | LISIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | LISIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | LISIX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | LISIX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | LISIX vs VIHAX |
Top Performing LISIX Alternatives (YTD)
LISIX is at 10.82% YTD. There are 253 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | LISIX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | LISIX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | LISIX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | LISIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | LISIX vs GIOTX |
Lowest Volatility Alternatives to LISIX
LISIX has 16.96% 1-year volatility. There are 300 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | LISIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | LISIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | LISIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | LISIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | LISIX vs FAERX |
Lowest Drawdown Alternatives to LISIX
LISIX has a 1-year max drawdown of -12.28%. There are 271 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 10 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