Invesco Global Opportunities Fund Class R6 (OGIIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OGIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OGIIX
OGIIX charges 0.73% annually. There are 49 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OGIIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OGIIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OGIIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OGIIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OGIIX vs VTWAX |
Best Risk-Adjusted Alternatives to OGIIX
OGIIX has a PortfoliosLab risk / return rank of 23. There are 169 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | OGIIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | OGIIX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | OGIIX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | OGIIX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | OGIIX vs LVAFX |
Top Performing OGIIX Alternatives (YTD)
OGIIX is at 11.16% YTD. There are 89 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | OGIIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | OGIIX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | OGIIX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | OGIIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | OGIIX vs YFSNX |
Lowest Volatility Alternatives to OGIIX
OGIIX has 17.98% 1-year volatility. There are 197 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | OGIIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | OGIIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | OGIIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | OGIIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | OGIIX vs SGMAX |
Lowest Drawdown Alternatives to OGIIX
OGIIX has a 1-year max drawdown of -10.05%. There are 93 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OGIIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OGIIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OGIIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OGIIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OGIIX vs CSUAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 51 | 16.09% | — | Oct 2020 | OGIIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 48 | 12.53% | — | — | OGIIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 10 | 6.07% | — | Jun 2005 | OGIIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 21 | -12.38% | — | Jul 1983 | OGIIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 79 | 18.62% | — | Jun 2001 | OGIIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 72 | 12.21% | — | Oct 1968 | OGIIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 33 | 6.92% | — | Feb 1988 | OGIIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 26.16% | — | Jun 1999 | OGIIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.30% | — | Aug 1960 | OGIIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 17 | 5.97% | — | Dec 1969 | OGIIX vs OPPAX |
Often Compared With OGIIX
Investors most often compare OGIIX with MISIX, FDTRX, GAOAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OGIIX with Any Fund or Stock
Compare OGIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OGIIX with funds that move differently
Invesco Global Opportunities Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OGIIX.
Explore OGIIX Diversifiers