Thornburg Global Opportunities Fund (THOIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to THOIX
THOIX charges 0.99% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among THOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | THOIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | THOIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | THOIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | THOIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | THOIX vs FHLFX |
Best Risk-Adjusted Alternatives to THOIX
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 | THOIX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | THOIX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | THOIX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | THOIX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | THOIX vs GTMIX |
Top Performing THOIX Alternatives (YTD)
THOIX 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 | THOIX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | THOIX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | THOIX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | THOIX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | THOIX vs KGIIX |
Lowest Volatility Alternatives to THOIX
THOIX 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 | THOIX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | THOIX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | THOIX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | THOIX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | THOIX vs GSINX |
Lowest Drawdown Alternatives to THOIX
THOIX 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 | THOIX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | THOIX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | THOIX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | THOIX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | THOIX vs GSIMX |
Other Mutual Funds from Thornburg
Most popular Thornburg mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 7.98% | Dec 23, 2002 | THOIX vs TIBAX | |
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 8.00% | Dec 24, 2002 | THOIX vs TIBIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 79 | 0.56% | May 28, 1998 | THOIX vs TGVAX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 85 | -0.55% | Dec 18, 2007 | THOIX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 31 | -5.82% | Sep 30, 2015 | THOIX vs TBWIX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 47 | -0.52% | Mar 31, 2009 | THOIX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 59 | -0.45% | Jul 21, 1991 | THOIX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 9 | -6.59% | Jan 31, 2007 | THOIX vs TINGX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 76 | -0.28% | Sep 27, 1984 | THOIX vs LTMFX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 22 | 0.18% | Oct 2, 1995 | THOIX vs TVAFX |
Often Compared With THOIX
What investors most often compare with THOIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price New Era Fund | Energy Equities | 93 | 19.15% | Jan 19, 1969 | THOIX vs PRNEX | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | THOIX vs SGENX | |
| Aegis Value Fund | Small Cap Value Equities | 98 | 13.53% | May 15, 1998 | THOIX vs AVALX | |
| Thornburg International Equity I | Foreign Large Cap Equities | 78 | 0.62% | Mar 30, 2001 | THOIX vs TGVIX | |
| Thornburg Developing World Fund | Emerging Markets Diversified | 81 | 0.07% | Dec 15, 2009 | THOIX vs THDIX | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | THOIX vs ANDIX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 89 | 3.79% | Jul 1, 1997 | THOIX vs APHIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 2.74% | Mar 1, 1993 | THOIX vs SWRLX |
Compare THOIX with Any Fund or Stock
Compare THOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.