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 Equity Allocation Fund | 0.01% | — | Nov 1996 | ZGFIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ZGFIX vs GWOAX | |
| 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% | 95.30B | Feb 2019 | ZGFIX vs VTWAX |
Best Risk-Adjusted Alternatives to ZGFIX
ZGFIX has a PortfoliosLab risk / return rank of 6. There are 226 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | ZGFIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | ZGFIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | ZGFIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | ZGFIX vs FMIEX | |
| Vanguard Global Capital Cycles Fund | 91 | 3.90B | May 1984 | ZGFIX vs VGPMX |
Top Performing ZGFIX Alternatives (YTD)
ZGFIX is at -1.40% YTD. There are 235 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.74% | — | Nov 2016 | ZGFIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 26.27% | — | Jan 1987 | ZGFIX vs OBEGX | |
| LSV Global Value Fund | 23.68% | — | Jun 2014 | ZGFIX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | ZGFIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.13% | — | — | ZGFIX vs YFSNX |
Lowest Volatility Alternatives to ZGFIX
ZGFIX has 11.86% 1-year volatility. There are 39 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | ZGFIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | ZGFIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | ZGFIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | ZGFIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | ZGFIX vs SGMAX |
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 -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | ZGFIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | ZGFIX vs CSUAX |
Other Mutual Funds from Ninety One
The 1 most viewed Ninety One mutual funds shown here include ZEMIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ninety One Emerging Markets Equity Fund | Emerging Markets Diversified | 86 | 27.67% | — | Nov 2018 | ZGFIX vs ZEMIX |
Often Compared With ZGFIX
Investors most often compare ZGFIX with PGROX, DGEIX, QYLD. These 20 comparison targets span 5 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
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