American Beacon Ninety One Global Franchise Fund (ZGFIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ZGFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ZGFIX
ZGFIX charges 0.85% annually. There are 81 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ZGFIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | ZGFIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ZGFIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ZGFIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | ZGFIX vs VTWAX |
Best Risk-Adjusted Alternatives to ZGFIX
ZGFIX has a PortfoliosLab risk / return rank of 12. There are 215 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | ZGFIX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | ZGFIX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | ZGFIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | ZGFIX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | ZGFIX vs PGVFX |
Top Performing ZGFIX Alternatives (YTD)
ZGFIX is at 0.98% YTD. There are 233 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | ZGFIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | ZGFIX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | ZGFIX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | ZGFIX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | ZGFIX vs EPSYX |
Lowest Volatility Alternatives to ZGFIX
ZGFIX has 12.34% 1-year volatility. There are 48 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | ZGFIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | ZGFIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | ZGFIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | ZGFIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | ZGFIX vs SVTAX |
Lowest Drawdown Alternatives to ZGFIX
ZGFIX has a 1-year max drawdown of -13.14%. There are 198 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | ZGFIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | ZGFIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | ZGFIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ZGFIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | ZGFIX vs SGMAX |
Other Mutual Funds from American Beacon
The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AVFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Beacon Frontier Markets Income Fund | Emerging Markets Bonds | 99 | 7.82% | — | Feb 2014 | ZGFIX vs AGEPX | |
| American Beacon AHL TargetRisk Fund | Tactical Allocation | 66 | 6.27% | — | Dec 2018 | ZGFIX vs AHTPX | |
| American Beacon Small Cap Value Fund | Small Cap Value Equities | 84 | 26.12% | — | Dec 1998 | ZGFIX vs AVFIX | |
| American Beacon Large Cap Value Fund | Large Cap Value Equities | 75 | 10.91% | — | Jul 1987 | ZGFIX vs AADEX | |
| American Beacon Tocqueville International Value Fu... | Foreign Large Cap Equities | 52 | 17.03% | — | Aug 1994 | ZGFIX vs TIVFX | |
| American Beacon AHL Managed Futures Strategy Fund | Systematic Trend | 91 | 9.98% | — | Aug 2014 | ZGFIX vs AHLPX | |
| American Beacon ARK Transformational Innovation Fu... | Mid Cap Growth Equities | 5 | -4.07% | — | Jan 2017 | ZGFIX vs ADNPX | |
| American Beacon Balanced Fund | Diversified Portfolio | 69 | 6.20% | — | Jul 1987 | ZGFIX vs AADBX | |
| American Beacon International Equity Fund | Foreign Large Cap Equities | 59 | 12.56% | — | Aug 1991 | ZGFIX vs AAIEX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.75% | — | Feb 2011 | ZGFIX vs SHYPX |
Often Compared With ZGFIX
Investors most often compare ZGFIX with PGROX, DGEIX, QYLD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ZGFIX with Any Fund or Stock
Compare ZGFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZGFIX with funds that move differently
American Beacon Ninety One Global Franchise Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZGFIX.
Explore ZGFIX Diversifiers