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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	MOSAX vs FINVX
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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	MOSAX vs FSOSX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	MOSAX vs FHLFX

Best Risk-Adjusted Alternatives to MOSAX

MOSAX has a PortfoliosLab risk / return rank of 12. There are 381 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
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	MOSAX vs SWRLX
TIVFX	American Beacon Tocqueville International Value Fu...	94	—	Aug 1994	MOSAX vs TIVFX
DCINX	Dunham International Stock Fund	92	—	Dec 2004	MOSAX vs DCINX
GTMIX	GMO Tax-Managed International Equities Fund	91	—	Jul 1998	MOSAX vs GTMIX
THOIX	Thornburg Global Opportunities Fund	91	—	Jul 2006	MOSAX vs THOIX

Top Performing MOSAX Alternatives (YTD)

MOSAX is at 1.99% YTD. There are 399 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	40.47%	—	Aug 1994	MOSAX vs TIVFX
CIGIX	Calamos International Growth Fund	38.33%	—	Mar 2005	MOSAX vs CIGIX
JIJIX	John Hancock International Dynamic Growth Fund	33.48%	—	May 2019	MOSAX vs JIJIX
LIAGX	Lord Abbett International Growth Fund	33.43%	—	Jun 2021	MOSAX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	32.58%	—	Apr 2019	MOSAX vs FISZX

Lowest Volatility Alternatives to MOSAX

MOSAX has 14.17% 1-year volatility. There are 96 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOSX	Fidelity Advisor Overseas Fund Class Z	8.76%	—	Feb 2017	MOSAX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	8.76%	—	Sep 1996	MOSAX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	8.76%	—	Nov 1997	MOSAX vs FAOCX
FAERX	Fidelity Advisor Overseas Fund Class M	8.78%	—	Apr 1990	MOSAX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	8.78%	—	Jul 1995	MOSAX vs FAOIX

Lowest Drawdown Alternatives to MOSAX

MOSAX has a 1-year max drawdown of -11.74%. There are 212 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
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	MOSAX vs FAOAX

Other Mutual Funds from MassMutual

The 10 most viewed MassMutual mutual funds shown here include MOGAX, MIEYX, MEFAX 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	9.52%	—	Feb 1998	MOSAX vs MIEYX
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	10	4.72%	—	May 2000	MOSAX vs MEFAX
MDDAX	MassMutual Diversified Value Fund	Large Cap Value Equities	82	12.14%	—	Oct 2004	MOSAX vs MDDAX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	33	0.63%	—	Sep 1994	MOSAX vs MCBDX
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	84	0.63%	—	Sep 1994	MOSAX vs MSTDX
MGFAX	MassMutual Global Fund	Global Equities	21	9.23%	—	Dec 2004	MOSAX vs MGFAX
MBCSX	MassMutual Blue Chip Growth Fund	Large Cap Growth Equities	8	-2.32%	—	May 2001	MOSAX vs MBCSX
MDVAX	MassMutual Diversified Bond Fund	Intermediate Core-Plus Bond	82	2.47%	—	May 1999	MOSAX vs MDVAX
DLHYX	MassMutual High Yield Fund	High Yield Bonds	76	2.01%	—	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	39	17.27%	—	Jul 1998	MOSAX vs DLBMX
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	75	8.07%	—	Jan 2014	MOSAX vs EPDIX
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	76	28.07%	—	May 1999	MOSAX vs MMGEX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	MOSAX vs GSINX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	MOSAX vs ANDIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	74	7.93%	—	Jan 2014	MOSAX vs EPDPX
MPSAX	MassMutual Inflation-Protected and Income Fund	Inflation-Protected Bonds	10	0.49%	—	Dec 2003	MOSAX vs MPSAX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	53	4.07%	—	Jun 2015	MOSAX vs KGIIX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	20	3.84%	—	Jun 2021	MOSAX vs GQJPX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	14	3.49%	—	May 2015	MOSAX vs FSKLX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	79	11.46%	—	Sep 2011	MOSAX vs PTSIX
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	46	15.87%	—	Jul 1997	MOSAX vs APHIX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.65%	—	Dec 2016	MOSAX vs GSIMX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	36	6.18%	—	Oct 2016	MOSAX vs SIMYX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	55	10.21%	—	Jun 2015	MOSAX vs PPYPX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	77	10.46%	—	Jun 2015	MOSAX vs PZRIX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	10.22%	—	Jun 1993	MOSAX vs TBGVX
FICCX	Fidelity Advisor Canada Fund Class I	Foreign Large Cap Equities	23	4.50%	—	May 2007	MOSAX vs FICCX
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	21	4.24%	—	May 2007	MOSAX vs FTCNX
FIQEX	Fidelity Advisor Canada Fund Class Z	Foreign Large Cap Equities	23	4.56%	—	Oct 2018	MOSAX vs FIQEX

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