Overseas SMA Completion Portfolio (OSCBX) 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 OSCBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OSCBX
OSCBX charges 0.00% annually. No mutual funds in the Foreign Large Cap Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | OSCBX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | OSCBX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | OSCBX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | OSCBX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | OSCBX vs FIGSX |
Best Risk-Adjusted Alternatives to OSCBX
OSCBX has a PortfoliosLab risk / return rank of 24. There are 291 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 91 | — | Mar 1993 | OSCBX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 90 | — | Jul 1998 | OSCBX vs GTMIX | |
| American Beacon Tocqueville International Value Fu... | 90 | — | Aug 1994 | OSCBX vs TIVFX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | OSCBX vs DCINX | |
| SA International Value Fund | 88 | — | Aug 1999 | OSCBX vs SAHMX |
Top Performing OSCBX Alternatives (YTD)
OSCBX is at 1.70% YTD. There are 400 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 33.00% | — | Aug 1994 | OSCBX vs TIVFX | |
| Calamos International Growth Fund | 30.05% | — | Mar 2005 | OSCBX vs CIGIX | |
| Fidelity SAI International SMA Completion Fund | 28.73% | — | Apr 2019 | OSCBX vs FISZX | |
| Lord Abbett International Growth Fund | 28.48% | — | Jun 2021 | OSCBX vs LIAGX | |
| John Hancock International Dynamic Growth Fund | 27.06% | — | May 2019 | OSCBX vs JIJIX |
Lowest Volatility Alternatives to OSCBX
OSCBX has 15.16% 1-year volatility. There are 163 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.42% | — | Nov 1997 | OSCBX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.43% | — | Sep 1996 | OSCBX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 8.43% | — | Feb 2017 | OSCBX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 8.44% | — | Jul 1995 | OSCBX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.45% | — | Apr 1990 | OSCBX vs FAERX |
Lowest Drawdown Alternatives to OSCBX
OSCBX has a 1-year max drawdown of -14.34%. There are 382 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 | OSCBX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | OSCBX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | OSCBX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | OSCBX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | OSCBX vs FAOAX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 54.89% | — | Jun 1983 | OSCBX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 84 | 10.16% | — | Mar 1998 | OSCBX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 84 | 10.26% | — | Nov 2012 | OSCBX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 83 | 10.04% | — | Nov 2002 | OSCBX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 53.73% | — | May 1994 | OSCBX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 69 | 27.58% | — | Nov 2000 | OSCBX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 70 | 27.73% | — | Nov 2000 | OSCBX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 41 | 7.88% | — | Dec 1992 | OSCBX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 47 | 5.50% | — | Sep 1991 | OSCBX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 36 | 4.39% | — | Mar 2008 | OSCBX vs COSZX |
Often Compared With OSCBX
Investors most often compare OSCBX with QMNNX, EPDPX, EPDIX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OSCBX with Any Fund or Stock
Compare OSCBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSCBX with funds that move differently
Overseas SMA Completion Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSCBX.
Explore OSCBX Diversifiers