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 a closer substitute for your current allocation.
Cheapest Alternatives to SIEPX
SIEPX charges 2.47% annually. There are 435 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SIEPX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SIEPX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SIEPX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SIEPX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SIEPX vs FHLFX |
Best Risk-Adjusted Alternatives to SIEPX
SIEPX has a PortfoliosLab risk / return rank of 68. There are 153 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | SIEPX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | SIEPX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | SIEPX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | SIEPX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | SIEPX vs DFVIX |
Top Performing SIEPX Alternatives (YTD)
SIEPX is at 17.33% YTD. There are 24 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | SIEPX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | SIEPX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | SIEPX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | SIEPX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | SIEPX vs FISZX |
Lowest Volatility Alternatives to SIEPX
SIEPX has 16.20% 1-year volatility. There are 238 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | SIEPX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | SIEPX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | SIEPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | SIEPX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | SIEPX vs FAOIX |
Lowest Drawdown Alternatives to SIEPX
SIEPX has a 1-year max drawdown of -11.41%. There are 173 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 | SIEPX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SIEPX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SIEPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SIEPX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | SIEPX vs FAERX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | Large Cap Growth Equities | 9 | -1.83% | — | Sep 1994 | SIEPX vs SLCGX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 23 | 2.97% | — | Dec 2017 | SIEPX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 24 | 12.35% | — | Jun 2002 | SIEPX vs SPMAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 12 | 4.03% | — | Oct 1997 | SIEPX vs STPAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 71 | 8.70% | — | Jul 1999 | SIEPX vs SHPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 46 | 19.27% | — | Sep 1994 | SIEPX vs SSCPX | |
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 24 | 3.57% | — | Dec 2017 | SIEPX vs SAMIX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 95 | 0.00% | — | Sep 1994 | SIEPX vs SMBPX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 7 | -1.58% | — | Sep 1994 | SIEPX vs SIBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 25 | 4.38% | — | Dec 2017 | SIEPX vs SABIX |
Often Compared With SIEPX
Investors most often compare SIEPX with SMICX, FNILX, LUNAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SIEPX with Any Fund or Stock
Compare SIEPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIEPX with funds that move differently
Saratoga International Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIEPX.
Explore SIEPX Diversifiers