Morningstar International Equity Fund (MSTFX) 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 MSTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSTFX
MSTFX charges 1.00% annually. There are 284 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | MSTFX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | MSTFX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | MSTFX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | MSTFX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | MSTFX vs FINVX |
Best Risk-Adjusted Alternatives to MSTFX
MSTFX has a PortfoliosLab risk / return rank of 27. There are 352 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | MSTFX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | MSTFX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | MSTFX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | MSTFX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | MSTFX vs DFVIX |
Top Performing MSTFX Alternatives (YTD)
MSTFX is at 13.40% YTD. There are 120 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | MSTFX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | MSTFX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | MSTFX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | MSTFX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | MSTFX vs FISZX |
Lowest Volatility Alternatives to MSTFX
MSTFX has 18.21% 1-year volatility. There are 352 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | MSTFX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | MSTFX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | MSTFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | MSTFX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | MSTFX vs FAOIX |
Lowest Drawdown Alternatives to MSTFX
MSTFX has a 1-year max drawdown of -11.37%. There are 158 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 | MSTFX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | MSTFX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | MSTFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | MSTFX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | MSTFX vs FAOAX |
Other Mutual Funds from Morningstar
The 8 most viewed Morningstar mutual funds shown here include MSTRX, MSTVX, MSTMX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morningstar Total Return Bond Fund | Intermediate Core Bond | 11 | -0.93% | — | Nov 2018 | MSTFX vs MSTRX | |
| Morningstar Alternatives Fund | Multistrategy | 87 | 1.98% | — | Nov 2018 | MSTFX vs MSTVX | |
| Morningstar Multisector Bond Fund | Multisector Bonds | 44 | 1.39% | — | Nov 2018 | MSTFX vs MSTMX | |
| Morningstar Global Income Fund | Global Allocation | 83 | 7.57% | — | Nov 2018 | MSTFX vs MSTGX | |
| Morningstar U.S. Equity Fund | Large Cap Blend Equities | 2 | 7.20% | — | Nov 2018 | MSTFX vs MSTQX | |
| Morningstar Global Opportunistic Equity Fund | Global Allocation | 12 | 10.66% | — | Nov 2018 | MSTFX vs MSTSX | |
| Morningstar Municipal Bond Fund | Municipal Bonds | 69 | 0.42% | — | Nov 2018 | MSTFX vs MSTPX | |
| Morningstar Defensive Bond Fund | Short-Term Bond | 31 | 0.13% | — | Nov 2018 | MSTFX vs MSTBX |
Often Compared With MSTFX
Investors most often compare MSTFX with VOO, TIVFX, PPYPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MSTFX with Any Fund or Stock
Compare MSTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSTFX with funds that move differently
Morningstar International Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSTFX.
Explore MSTFX Diversifiers