Principal Overseas Fund (PINZX) 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 PINZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PINZX
PINZX 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 International Growth Fund | 0.01% | — | Dec 2009 | PINZX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | PINZX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | PINZX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | PINZX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | PINZX vs FHLFX |
Best Risk-Adjusted Alternatives to PINZX
PINZX has a PortfoliosLab risk / return rank of 55. There are 96 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 92 | — | Jul 1998 | PINZX vs GTMIX | |
| Touchstone International Equity Fund | 92 | — | Mar 1993 | PINZX vs SWRLX | |
| SA International Value Fund | 89 | — | Aug 1999 | PINZX vs SAHMX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | PINZX vs DCINX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | PINZX vs GIOTX |
Top Performing PINZX Alternatives (YTD)
PINZX is at 14.86% YTD. There are 35 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.55% | — | Aug 1994 | PINZX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 26.94% | — | Apr 2019 | PINZX vs FISZX | |
| Calamos International Growth Fund | 25.57% | — | Mar 2005 | PINZX vs CIGIX | |
| Lord Abbett International Growth Fund | 24.40% | — | Jun 2021 | PINZX vs LIAGX | |
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | PINZX vs DCINX |
Lowest Volatility Alternatives to PINZX
PINZX has 16.73% 1-year volatility. There are 297 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.34% | — | Nov 1997 | PINZX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.34% | — | Feb 2017 | PINZX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.35% | — | Sep 1996 | PINZX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.36% | — | Jul 1995 | PINZX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.37% | — | Apr 1990 | PINZX vs FAERX |
Lowest Drawdown Alternatives to PINZX
PINZX has a 1-year max drawdown of -13.53%. There are 358 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 | PINZX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | PINZX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | PINZX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | PINZX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | PINZX vs FAERX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.18% | — | Dec 2000 | PINZX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.74% | — | Dec 2000 | PINZX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.49% | — | Nov 1986 | PINZX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 42 | 9.10% | — | Feb 2008 | PINZX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.15% | — | Jun 2012 | PINZX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.67% | — | Oct 2011 | PINZX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.40% | — | Jul 1996 | PINZX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.60% | — | Feb 2001 | PINZX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.20% | — | Feb 2008 | PINZX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.32% | — | Feb 2001 | PINZX vs PTDIX |
Often Compared With PINZX
Investors most often compare PINZX with AVIV, MINIX, DFEOX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PINZX with Any Fund or Stock
Compare PINZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PINZX with funds that move differently
Principal Overseas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PINZX.
Explore PINZX Diversifiers