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 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 | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | MIOFX vs FSGEX |
Best Risk-Adjusted Alternatives to MIOFX
MIOFX has a PortfoliosLab risk / return rank of 18. There are 315 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 | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | MIOFX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | MIOFX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | MIOFX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | MIOFX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | MIOFX vs DFWVX |
Top Performing MIOFX Alternatives (YTD)
MIOFX is at 12.35% YTD. There are 135 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | MIOFX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | MIOFX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | MIOFX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | MIOFX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | MIOFX vs DCINX |
Lowest Volatility Alternatives to MIOFX
MIOFX has 19.70% 1-year volatility. There are 419 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | MIOFX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | MIOFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | MIOFX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | MIOFX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | MIOFX vs FAOIX |
Lowest Drawdown Alternatives to MIOFX
MIOFX has a 1-year max drawdown of -15.37%. There are 406 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 M | -7.29% | — | Apr 1990 | MIOFX vs FAERX |
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 | 33 | 14.82% | — | Feb 2000 | MIOFX vs MXXIX | |
| Marsico Focus Fund | Large Cap Growth Equities | 26 | 11.24% | — | Dec 1997 | MIOFX vs MFOCX | |
| Marsico Global Fund | Global Equities | 32 | 17.17% | — | Jun 2007 | MIOFX vs MGLBX | |
| Marsico Growth Fund | Large Cap Growth Equities | 16 | 7.03% | — | Dec 1997 | MIOFX vs MGRIX |
Often Compared With MIOFX
Investors most often compare MIOFX with VXUS, IDMO, MINIX. 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