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 50 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% | 97.00B | Feb 2019 | OGIIX vs VTWAX |
Best Risk-Adjusted Alternatives to OGIIX
OGIIX has a PortfoliosLab risk / return rank of 29. There are 169 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | OGIIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | OGIIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | OGIIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | OGIIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | OGIIX vs EPSYX |
Top Performing OGIIX Alternatives (YTD)
OGIIX is at 12.15% YTD. There are 79 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | OGIIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | OGIIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | OGIIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | OGIIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | OGIIX vs PGVFX |
Lowest Volatility Alternatives to OGIIX
OGIIX has 18.28% 1-year volatility. There are 201 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | OGIIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | OGIIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | OGIIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | OGIIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | OGIIX vs SVTAX |
Lowest Drawdown Alternatives to OGIIX
OGIIX has a 1-year max drawdown of -10.05%. There are 96 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | OGIIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | OGIIX vs MBXAX | |
| 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 |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 12.16% | — | Oct 2020 | OGIIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 65 | 12.90% | — | Jul 1997 | OGIIX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 27 | -11.62% | — | Jul 1983 | OGIIX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 3.77% | — | Jun 2005 | OGIIX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 14.99% | — | Jun 2001 | OGIIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 84 | 13.00% | — | Oct 1968 | OGIIX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 22.92% | — | Jun 1999 | OGIIX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 32 | 6.96% | — | Feb 1988 | OGIIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 76 | 7.85% | — | Aug 1960 | OGIIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 66 | 13.07% | — | Jul 1997 | OGIIX vs VADDX |
Often Compared With OGIIX
Investors most often compare OGIIX with MISIX, FDTRX, GAOAX. These 20 comparison targets span 7 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