North Square Altrinsic International Equity Fund (NSIVX) 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 NSIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSIVX
NSIVX charges 0.97% annually. There are 257 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 | NSIVX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | NSIVX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | NSIVX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | NSIVX vs FHLFX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | NSIVX vs FSOSX |
Best Risk-Adjusted Alternatives to NSIVX
NSIVX has a PortfoliosLab risk / return rank of 35. There are 248 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 | NSIVX vs GTMIX | |
| SA International Value Fund | 93 | — | Aug 1999 | NSIVX vs SAHMX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | NSIVX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 90 | — | Jun 2006 | NSIVX vs GIOTX | |
| DFA International Value III Portfolio | 89 | — | Feb 1995 | NSIVX vs DFVIX |
Top Performing NSIVX Alternatives (YTD)
NSIVX is at 8.42% YTD. There are 303 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 | NSIVX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | NSIVX vs FISZX | |
| Calamos International Growth Fund | 22.91% | — | Mar 2005 | NSIVX vs CIGIX | |
| Dunham International Stock Fund | 22.73% | — | Dec 2004 | NSIVX vs DCINX | |
| Lord Abbett International Growth Fund | 22.36% | — | Jun 2021 | NSIVX vs LIAGX |
Lowest Volatility Alternatives to NSIVX
NSIVX has 12.47% 1-year volatility. There are 24 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 | NSIVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | NSIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | NSIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | NSIVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | NSIVX vs FAERX |
Lowest Drawdown Alternatives to NSIVX
NSIVX has a 1-year max drawdown of -10.83%. There are 82 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 | NSIVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | NSIVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | NSIVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | NSIVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | NSIVX vs FAERX |
Other Mutual Funds from North Square
The 7 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORILX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 69 | 1.88% | — | Jun 2013 | NSIVX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 41 | 21.71% | — | Nov 2009 | NSIVX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 61 | 9.57% | — | Feb 1999 | NSIVX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 79 | 22.62% | — | Jan 1994 | NSIVX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 82 | 22.16% | — | Sep 2015 | NSIVX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 58 | 1.12% | — | Dec 2012 | NSIVX vs ADVNX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 27 | 0.23% | — | Dec 2020 | NSIVX vs NMKBX |
Often Compared With NSIVX
Investors most often compare NSIVX with EPDIX, GSIMX, KGIIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NSIVX with Any Fund or Stock
Compare NSIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSIVX with funds that move differently
North Square Altrinsic International Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSIVX.
Explore NSIVX Diversifiers