Thornburg Global Opportunities Fund (THOIX) 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 THOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THOIX
THOIX charges 0.99% annually. There are 264 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 | THOIX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | THOIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | THOIX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | THOIX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | THOIX vs FHLFX |
Best Risk-Adjusted Alternatives to THOIX
THOIX has a PortfoliosLab risk / return rank of 94. No mutual funds in the Foreign Large Cap Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | THOIX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | THOIX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | THOIX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | THOIX vs DFWVX | |
| GMO Tax-Managed International Equities Fund | 88 | — | Jul 1998 | THOIX vs GTMIX |
Top Performing THOIX Alternatives (YTD)
THOIX is at 14.72% YTD. There are 74 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | THOIX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | THOIX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | THOIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | THOIX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | THOIX vs DCINX |
Lowest Volatility Alternatives to THOIX
THOIX has 10.99% 1-year volatility. There are 11 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | THOIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | THOIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | THOIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | THOIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | THOIX vs FAOIX |
Lowest Drawdown Alternatives to THOIX
THOIX has a 1-year max drawdown of -8.62%. There are 22 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 | THOIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | THOIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | THOIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | THOIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | THOIX vs FAERX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, TBWIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 17.96% | — | Dec 2002 | THOIX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 17.92% | — | Dec 2002 | THOIX vs TIBAX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 14 | 4.58% | — | Sep 2015 | THOIX vs TBWIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 49 | 0.90% | — | Dec 2007 | THOIX vs TSIIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 46 | 12.18% | — | May 1998 | THOIX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 70 | 1.92% | — | Mar 2009 | THOIX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 74 | 1.61% | — | Jul 1991 | THOIX vs THIMX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 17 | 10.62% | — | Oct 1995 | THOIX vs TVAFX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 68 | 0.82% | — | Sep 1984 | THOIX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 13 | 10.68% | — | Jan 2007 | THOIX vs TINGX |
Often Compared With THOIX
Investors most often compare THOIX with PRNEX, SGENX, SWISX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare THOIX with Any Fund or Stock
Compare THOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THOIX with funds that move differently
Thornburg Global Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THOIX.
Explore THOIX Diversifiers