WCM Focused International Opportunities Fund (WCFOX) belongs to the Foreign Small & Mid 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 WCFOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WCFOX
WCFOX charges 1.50% annually. There are 82 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | WCFOX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | WCFOX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | WCFOX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | WCFOX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | WCFOX vs DFVQX |
Best Risk-Adjusted Alternatives to WCFOX
WCFOX has a PortfoliosLab risk / return rank of 19. There are 73 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | WCFOX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | WCFOX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | WCFOX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | WCFOX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | WCFOX vs FMNEX |
Top Performing WCFOX Alternatives (YTD)
WCFOX is at 9.66% YTD. There are 35 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | WCFOX vs ARHBX | |
| Hood River International Opportunity Fund | 19.05% | — | Sep 2021 | WCFOX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | WCFOX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | WCFOX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | WCFOX vs YASLX |
Lowest Volatility Alternatives to WCFOX
WCFOX has 22.30% 1-year volatility. There are 95 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | WCFOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | WCFOX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | WCFOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | WCFOX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | WCFOX vs QUSIX |
Lowest Drawdown Alternatives to WCFOX
WCFOX has a 1-year max drawdown of -15.13%. There are 86 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | WCFOX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | WCFOX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | WCFOX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | WCFOX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | WCFOX vs YASLX |
Other Mutual Funds from WCM
The 8 most viewed WCM mutual funds shown here include WCMIX, WCMSX, WCQGX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 20 | 12.14% | — | May 2011 | WCFOX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 5 | 4.11% | — | Nov 2015 | WCFOX vs WCMSX | |
| WCM China Quality Growth Fund | Quality Factor, China Equities, Asia Pacific Equities | 3 | -6.65% | — | Mar 2020 | WCFOX vs WCQGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 63 | 12.57% | — | Jun 2020 | WCFOX vs WLIVX | |
| WCM Focused Global Growth Fund | Global Equities | 36 | 8.33% | — | Jun 2013 | WCFOX vs WFGGX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 18 | 8.78% | — | Oct 2019 | WCFOX vs WCMNX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Equities | 36 | 15.78% | — | Jun 2013 | WCFOX vs WFEMX | |
| WCM Focused Emerging Markets Fund Institutional Cl... | Emerging Markets Equities | 35 | 15.94% | — | Jun 2013 | WCFOX vs WCMEX |
Often Compared With WCFOX
Investors most often compare WCFOX with JOEMX, QISIX, EFA. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WCFOX with Any Fund or Stock
Compare WCFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WCFOX with funds that move differently
WCM Focused International Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCFOX.
Explore WCFOX Diversifiers