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 276 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 International Growth Fund | 0.01% | — | Dec 2009 | THOIX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | THOIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | THOIX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | THOIX vs FSGEX | |
| 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. There are 5 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 98 | — | Jul 1998 | THOIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | THOIX vs SAHMX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | THOIX vs SWRLX | |
| PIMCO RAE PLUS International Fund | 94 | — | Sep 2011 | THOIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | THOIX vs VIHAX |
Top Performing THOIX Alternatives (YTD)
THOIX is at 13.88% YTD. There are 115 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | THOIX vs DCINX | |
| Fidelity SAI International SMA Completion Fund | 22.43% | — | Apr 2019 | THOIX vs FISZX | |
| Touchstone International Equity Fund | 21.94% | — | Mar 1993 | THOIX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 21.28% | — | Jul 1998 | THOIX vs GTMIX | |
| GMO International Developed Equity Allocation Fund | 21.04% | — | Jun 2006 | THOIX vs GIOTX |
Lowest Volatility Alternatives to THOIX
THOIX has 12.04% 1-year volatility. There are 19 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.51% | — | Nov 1997 | THOIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.52% | — | Sep 1996 | THOIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.53% | — | Feb 2017 | THOIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.54% | — | Apr 1990 | THOIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.54% | — | Jul 1995 | THOIX vs FAOIX |
Lowest Drawdown Alternatives to THOIX
THOIX has a 1-year max drawdown of -8.62%. There are 23 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, TSIIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 18.62% | — | Dec 2002 | THOIX vs TIBIX | |
| Thornburg Investment Income Builder Fund Class A | Global Allocation | 98 | 18.52% | — | Dec 2002 | THOIX vs TIBAX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 30 | 0.35% | — | Dec 2007 | THOIX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 32 | 7.25% | — | Sep 2015 | THOIX vs TBWIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 77 | 14.60% | — | May 1998 | THOIX vs TGVAX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 37 | 0.04% | — | Sep 1984 | THOIX vs LTMFX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 67 | 0.97% | — | Mar 2009 | THOIX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 66 | 0.53% | — | Jul 1991 | THOIX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 16 | 8.60% | — | Jan 2007 | THOIX vs TINGX | |
| Thornburg Small/Mid Cap Core Fund | Large Cap Blend Equities | 28 | 14.37% | — | Oct 1995 | THOIX vs TVAFX |
Often Compared With THOIX
Investors most often compare THOIX with PRNEX, SGENX, LIAGX. These 20 comparison targets span 10 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