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 426 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 Overseas Fund | 0.01% | — | Jun 2019 | SIEPX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SIEPX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SIEPX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SIEPX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SIEPX vs FSGEX |
Best Risk-Adjusted Alternatives to SIEPX
SIEPX has a PortfoliosLab risk / return rank of 43. There are 147 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 | SIEPX vs GTMIX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | SIEPX vs SWRLX | |
| SA International Value Fund | 89 | — | Aug 1999 | SIEPX vs SAHMX | |
| Dunham International Stock Fund | 88 | — | Dec 2004 | SIEPX vs DCINX | |
| Thornburg Global Opportunities Fund | 86 | — | Jul 2006 | SIEPX vs THOIX |
Top Performing SIEPX Alternatives (YTD)
SIEPX is at 15.04% YTD. There are 27 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 28.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 28.35% | — | Aug 1994 | SIEPX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | SIEPX vs FISZX | |
| Calamos International Growth Fund | 25.87% | — | Mar 2005 | SIEPX vs CIGIX | |
| Lord Abbett International Growth Fund | 24.40% | — | Jun 2021 | SIEPX vs LIAGX | |
| Dunham International Stock Fund | 23.29% | — | Dec 2004 | SIEPX vs DCINX |
Lowest Volatility Alternatives to SIEPX
SIEPX has 15.84% 1-year volatility. There are 215 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 Z | 8.34% | — | Feb 2017 | SIEPX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.34% | — | Nov 1997 | SIEPX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.35% | — | Sep 1996 | SIEPX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.36% | — | Jul 1995 | SIEPX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.37% | — | Apr 1990 | SIEPX vs FAERX |
Lowest Drawdown Alternatives to SIEPX
SIEPX has a 1-year max drawdown of -11.41%. There are 168 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 | 13 | 1.93% | — | Sep 1994 | SIEPX vs SLCGX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 30 | 5.11% | — | Dec 2017 | SIEPX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 30 | 16.65% | — | Jun 2002 | SIEPX vs SPMAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 47 | 7.01% | — | Jul 1999 | SIEPX vs SHPAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 16 | 7.66% | — | Oct 1997 | SIEPX vs STPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 56 | 24.53% | — | Sep 1994 | SIEPX vs SSCPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 92 | 0.00% | — | Sep 1994 | SIEPX vs SMBPX | |
| Saratoga Aggressive Balanced Allocation Portfolio | Diversified Portfolio | 32 | 6.69% | — | Dec 2017 | SIEPX vs SABIX | |
| Saratoga Conservative Balanced Allocation Portfoli... | Diversified Portfolio | 30 | 3.38% | — | Dec 2017 | SIEPX vs LUNAX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 7 | -1.16% | — | Sep 1994 | SIEPX vs SIBPX |
Often Compared With SIEPX
Investors most often compare SIEPX with SMICX, FNILX, SAMIX. These 20 comparison targets span 6 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