Saratoga International Equity Portfolio (SIEPX) Alternatives
Saratoga International Equity Portfolio (SIEPX) 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 SIEPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SIEPX
SIEPX charges 2.47% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among SIEPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | SIEPX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | SIEPX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | SIEPX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | SIEPX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | SIEPX vs FHLFX |
Best Risk-Adjusted Alternatives to SIEPX
Among mutual funds in the Foreign Large Cap Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | SIEPX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | SIEPX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | SIEPX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | SIEPX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | SIEPX vs GTMIX |
Top Performing SIEPX Alternatives (YTD)
SIEPX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | SIEPX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | SIEPX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | SIEPX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | SIEPX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | SIEPX vs KGIIX |
Lowest Volatility Alternatives to SIEPX
SIEPX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | SIEPX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | SIEPX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | SIEPX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | SIEPX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | SIEPX vs GSINX |
Lowest Drawdown Alternatives to SIEPX
SIEPX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | SIEPX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | SIEPX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | SIEPX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | SIEPX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | SIEPX vs GSIMX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SIEPX
What investors most often compare with SIEPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | SIEPX vs FNILX | |
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 37 | -4.90% | Dec 28, 2017 | SIEPX vs SAMIX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | SIEPX vs SHPAX | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | SIEPX vs ANDIX |
Compare SIEPX with Any Fund or Stock
Compare SIEPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.