Alternatives Mutual Funds List
Here you can find all the Alternatives asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.
- Number of Funds
- 133
- Avg. Expense Ratio
- 2.04%
- Avg. Yield
- 4.07%
- Avg. 1 Year Return
- 15.56%
- Median Risk/Return Score
- 72 / 100
Alternatives Mutual Funds List
129 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Alternatives Mutual funds by Risk/Return Score
The top Alternatives Mutual funds by PortfoliosLab Risk/Return Score are SRRIX (100) and PPFIX (100).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Stone Ridge Reinsurance Risk Premium Interval Fund | 100 | — | Dec 2013 | |
| Princeton Premium Fund | 100 | — | Nov 2016 | |
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | |
| Miller Market Neutral Income Fund Class I | 99 | — | Dec 2023 | |
| Strategic Advisers Alternatives Fund | 99 | — | Jul 2022 |
Best-Performing Alternatives Mutual funds Over 5 Years
The top Alternatives Mutual funds is MLPLX (26.54%).
Across the lineup, Alternatives Mutual funds show an average 1-year return of 15.56% and an average 5-year return of 6.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Invesco SteelPath MLP Alpha Plus Fund Class A | 26.54% | — | Feb 2012 | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | 21.89% | — | Dec 2013 | |
| Invesco SteelPath MLP Alpha Fund Class A | 21.27% | — | Mar 2010 | |
| Invesco SteelPath MLP Select 40 Fund Class A | 20.96% | — | Mar 2010 | |
| AQR Alternative Risk Premia R6 | 19.65% | — | Sep 2017 |
Lowest-Cost Alternatives Mutual funds
The top Alternatives Mutual funds is RMDFX (0.18%).
With an average expense ratio of 2.04%, Alternatives Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 0.18% | — | Dec 2015 | |
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | |
| Symmetry Panoramic Alternatives Fund | 0.50% | — | Nov 2018 | |
| JPMorgan Hedged Equity Fund Class I | 0.58% | — | Dec 2013 | |
| Morgan Stanley Pathway Funds Alternative Strategie... | 0.59% | — | Feb 2018 |
Highest-Yield Alternatives Mutual funds
The top Alternatives Mutual funds is SRRIX (18.54%).
Across the lineup, Alternatives Mutual funds show an average dividend yield of 4.07%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Stone Ridge Reinsurance Risk Premium Interval Fund | 18.54% | — | Dec 2013 | |
| Driehaus Event Driven Fund | 16.48% | — | Aug 2013 | |
| IPS Strategic Capital Absolute Return Fund | 14.31% | — | Apr 2016 | |
| Beacon Planned Return Strategy Fund | 11.92% | — | Oct 2017 | |
| Virtus Westchester Event-Driven Fund | 11.19% | — | Jan 2014 |
Top Mutual funds Asset Classes
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
JHEQX vs. SPYJHEQX vs. JEPIJHEQX vs. JHQDXJHEQX vs. BUFRJHEQX vs. ^GSPCAQMIX vs. DBMFAQMIX vs. AHLPXAQMIX vs. CTAAQMIX vs. AUEIXAQMIX vs. CRSOXQSPIX vs. QDSIXQSPIX vs. SPYQSPIX vs. AQRIXQSPIX vs. GAFYXQSPIX vs. TMSRXQRPIX vs. QMNNXQRPIX vs. DIAMXQRPIX vs. QNZNXQRPIX vs. QLEIXQRPIX vs. QNZIXASFYX vs. DBMFASFYX vs. AMFAXASFYX vs. ABYIXASFYX vs. FNCMXASFYX vs. DBCQMHIX vs. DBMFQMHIX vs. LONGXQMHIX vs. CTAQMHIX vs. SPYQMHIX vs. KMLMMAFIX vs. BLNDXMAFIX vs. BUFFMAFIX vs. REMIXMAFIX vs. AHTPXMAFIX vs. HFNDLCSIX vs. BICSXLCSIX vs. PGTYXLCSIX vs. COMM.LLCSIX vs. FSMSXLCSIX vs. CSH2.LJAAAX vs. CLOIJAAAX vs. JAAAJAAAX vs. ICVTJAAAX vs. JEPQJAAAX vs. QQQMFTNX vs. AHLTMFTNX vs. DBMFMFTNX vs. SPYMFTNX vs. VOOMFTNX vs. GFIRX