MOSAX Alternatives & Similar Mutual Funds

MassMutual Overseas Fund (MOSAX) 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 MOSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MOSAX

MOSAX charges 1.34% annually. There are 387 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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	MOSAX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	MOSAX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	MOSAX vs FINVX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	MOSAX vs FHLFX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	MOSAX vs FSOSX

Best Risk-Adjusted Alternatives to MOSAX

MOSAX has a PortfoliosLab risk / return rank of 11. There are 367 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	92	—	Jul 1998	MOSAX vs GTMIX
SWRLX	Touchstone International Equity Fund	92	—	Mar 1993	MOSAX vs SWRLX
SAHMX	SA International Value Fund	89	—	Aug 1999	MOSAX vs SAHMX
DCINX	Dunham International Stock Fund	88	—	Dec 2004	MOSAX vs DCINX
GIOTX	GMO International Developed Equity Allocation Fund	87	—	Jun 2006	MOSAX vs GIOTX

Top Performing MOSAX Alternatives (YTD)

MOSAX is at 3.86% YTD. There are 393 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	28.55%	—	Aug 1994	MOSAX vs TIVFX
FISZX	Fidelity SAI International SMA Completion Fund	26.94%	—	Apr 2019	MOSAX vs FISZX
CIGIX	Calamos International Growth Fund	25.57%	—	Mar 2005	MOSAX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	24.40%	—	Jun 2021	MOSAX vs LIAGX
DCINX	Dunham International Stock Fund	23.49%	—	Dec 2004	MOSAX vs DCINX

Lowest Volatility Alternatives to MOSAX

MOSAX has 14.14% 1-year volatility. There are 80 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	8.34%	—	Nov 1997	MOSAX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.34%	—	Feb 2017	MOSAX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.35%	—	Sep 1996	MOSAX vs FAOAX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.36%	—	Jul 1995	MOSAX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	8.37%	—	Apr 1990	MOSAX vs FAERX

Lowest Drawdown Alternatives to MOSAX

MOSAX has a 1-year max drawdown of -11.74%. There are 211 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
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	MOSAX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	MOSAX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	MOSAX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	MOSAX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	MOSAX vs FAERX

Other Mutual Funds from MassMutual

The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MCBDX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MOGAX	MassMutual 60/40 Allocation Fund	Diversified Portfolio	—	—	—	Jun 2011	MOSAX vs MOGAX
MIEYX	MM S&P 500 Index Fund	S&P 500	62	11.10%	—	Feb 1998	MOSAX vs MIEYX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	33	0.59%	—	Sep 1994	MOSAX vs MCBDX
MDDAX	MassMutual Diversified Value Fund	Large Cap Value Equities	84	14.06%	—	Oct 2004	MOSAX vs MDDAX
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	9	5.92%	—	May 2000	MOSAX vs MEFAX
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	89	1.00%	—	Sep 1994	MOSAX vs MSTDX
MDVAX	MassMutual Diversified Bond Fund	Intermediate Core-Plus Bond	86	2.93%	—	May 1999	MOSAX vs MDVAX
MGFAX	MassMutual Global Fund	Global Equities	16	7.99%	—	Dec 2004	MOSAX vs MGFAX
MBCSX	MassMutual Blue Chip Growth Fund	Large Cap Growth Equities	8	-0.05%	—	May 2001	MOSAX vs MBCSX
DLHYX	MassMutual High Yield Fund	High Yield Bonds	80	2.61%	—	Sep 2000	MOSAX vs DLHYX

Often Compared With MOSAX

Investors most often compare MOSAX with DLBMX, EPDIX, MMGEX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DLBMX	MassMutual Small Cap Opportunities Fund	Small Cap Blend Equities	32	16.85%	—	Jul 1998	MOSAX vs DLBMX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	76	6.77%	—	Jan 2014	MOSAX vs EPDIX
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	74	25.24%	—	May 1999	MOSAX vs MMGEX
MPSAX	MassMutual Inflation-Protected and Income Fund	Inflation-Protected Bonds	10	0.60%	—	Dec 2003	MOSAX vs MPSAX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	MOSAX vs ANDIX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	5.41%	—	Dec 2016	MOSAX vs GSINX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	76	11.61%	—	Jun 2015	MOSAX vs PZRIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	37	2.09%	—	Jun 2015	MOSAX vs KGIIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	75	6.64%	—	Jan 2014	MOSAX vs EPDPX
FICCX	Fidelity Advisor Canada Fund Class I	Foreign Large Cap Equities	34	7.32%	—	May 2007	MOSAX vs FICCX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	45	14.40%	—	Jul 1997	MOSAX vs APHIX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	28	5.77%	—	Jun 2021	MOSAX vs GQJPX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	59	12.23%	—	Jun 2015	MOSAX vs PPYPX
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	32	7.02%	—	May 2007	MOSAX vs FTCNX
FIQEX	Fidelity Advisor Canada Fund Class Z	Foreign Large Cap Equities	34	7.37%	—	Oct 2018	MOSAX vs FIQEX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	11.00%	—	Jun 1993	MOSAX vs TBGVX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	5.47%	—	Dec 2016	MOSAX vs GSIMX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	42	7.68%	—	Oct 2016	MOSAX vs SIMYX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	83	13.85%	—	Sep 2011	MOSAX vs PTSIX
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	86	9.76%	—	Jul 2006	MOSAX vs THOIX

Compare MOSAX with Any Fund or Stock

Compare MOSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair MOSAX with funds that move differently

MassMutual Overseas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MOSAX.

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MassMutual Overseas Fund (MOSAX) Alternatives