Marsico International Opportunities Fund (MIOFX) 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 MIOFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MIOFX
MIOFX charges 1.50% annually. There are 403 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 Overseas Fund | 0.01% | — | Jun 2019 | MIOFX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | MIOFX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | MIOFX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | MIOFX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | MIOFX vs FHLFX |
Best Risk-Adjusted Alternatives to MIOFX
MIOFX has a PortfoliosLab risk / return rank of 13. There are 367 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 95 | — | Jul 1998 | MIOFX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | MIOFX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | MIOFX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | MIOFX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | MIOFX vs DFVIX |
Top Performing MIOFX Alternatives (YTD)
MIOFX is at 11.07% YTD. There are 194 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.25% | — | Aug 1994 | MIOFX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | MIOFX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | MIOFX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | MIOFX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | MIOFX vs LIAGX |
Lowest Volatility Alternatives to MIOFX
MIOFX has 21.59% 1-year volatility. There are 418 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 | MIOFX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | MIOFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | MIOFX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | MIOFX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | MIOFX vs FAERX |
Lowest Drawdown Alternatives to MIOFX
MIOFX has a 1-year max drawdown of -15.37%. There are 405 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 | MIOFX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | MIOFX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | MIOFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | MIOFX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | MIOFX vs FAOAX |
Other Mutual Funds from Marsico Investment Fund
The 4 most viewed Marsico Investment Fund mutual funds shown here include MXXIX, MFOCX, MGLBX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Marsico Midcap Growth Focus Fund | Mid Cap Growth Equities | 26 | 14.73% | — | Feb 2000 | MIOFX vs MXXIX | |
| Marsico Focus Fund | Large Cap Growth Equities | 15 | 9.14% | — | Dec 1997 | MIOFX vs MFOCX | |
| Marsico Global Fund | Global Equities | 24 | 15.75% | — | Jun 2007 | MIOFX vs MGLBX | |
| Marsico Growth Fund | Large Cap Growth Equities | 10 | 4.75% | — | Dec 1997 | MIOFX vs MGRIX |
Often Compared With MIOFX
Investors most often compare MIOFX with VXUS, MINIX, NOIEX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MIOFX with Any Fund or Stock
Compare MIOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MIOFX with funds that move differently
Marsico International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MIOFX.
Explore MIOFX Diversifiers