Marsico Global Fund (MGLBX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MGLBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MGLBX
MGLBX charges 1.45% annually. There are 226 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MGLBX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MGLBX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MGLBX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MGLBX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MGLBX vs VTWAX |
Best Risk-Adjusted Alternatives to MGLBX
MGLBX has a PortfoliosLab risk / return rank of 28. There are 154 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | MGLBX vs LVAGX | |
| Polaris Global Value Fund | 91 | — | May 1998 | MGLBX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 90 | — | Dec 2005 | MGLBX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 88 | — | Dec 1997 | MGLBX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 88 | — | Feb 2007 | MGLBX vs JGYIX |
Top Performing MGLBX Alternatives (YTD)
MGLBX is at 15.34% YTD. There are 33 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.82% | — | Nov 2016 | MGLBX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | MGLBX vs OBEGX | |
| Ariel Global Fund | 24.60% | — | Dec 2011 | MGLBX vs AGLOX | |
| LSV Global Value Fund | 21.70% | — | Jun 2014 | MGLBX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.42% | — | Oct 2018 | MGLBX vs FIQOX |
Lowest Volatility Alternatives to MGLBX
MGLBX has 21.27% 1-year volatility. There are 238 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | MGLBX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | MGLBX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | MGLBX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | MGLBX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.68% | — | Jan 2016 | MGLBX vs SGMAX |
Lowest Drawdown Alternatives to MGLBX
MGLBX has a 1-year max drawdown of -14.92%. There are 217 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MGLBX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MGLBX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MGLBX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MGLBX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MGLBX vs SVTAX |
Other Mutual Funds from Marsico Investment Fund
The 4 most viewed Marsico Investment Fund mutual funds shown here include MXXIX, MFOCX, MGRIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Marsico Midcap Growth Focus Fund | Mid Cap Growth Equities | 32 | 16.70% | — | Feb 2000 | MGLBX vs MXXIX | |
| Marsico Focus Fund | Large Cap Growth Equities | 17 | 6.92% | — | Dec 1997 | MGLBX vs MFOCX | |
| Marsico Growth Fund | Large Cap Growth Equities | 10 | 1.32% | — | Dec 1997 | MGLBX vs MGRIX | |
| Marsico International Opportunities Fund | Foreign Large Cap Equities | 18 | 11.58% | — | Jun 2000 | MGLBX vs MIOFX |
Often Compared With MGLBX
Investors most often compare MGLBX with DOCT, FNCMX, FCNTX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare MGLBX with Any Fund or Stock
Compare MGLBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MGLBX with funds that move differently
Marsico Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGLBX.
Explore MGLBX Diversifiers