The Best Quality Factor Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Quality Factor mutual funds.
- Number of Funds
- 26
- Avg. Expense Ratio
- 0.76%
- Avg. Yield
- 12.03%
- Avg. 1 Year Return
- 8.93%
- Median Risk/Return Score
- 20 / 100
The Best Quality Factor Mutual Funds
26 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 Quality Factor Mutual funds by Risk/Return Score
The top Quality Factor Mutual funds by PortfoliosLab Risk/Return Score are GQFPX (54) and GQJPX (45).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 54 | — | Jun 2021 | |
| GQG Partners International Quality Dividend Income... | 45 | — | Jun 2021 | |
| Northern U.S. Quality ESG Fund | 43 | — | Oct 2017 | |
| Westwood Quality SMidCap Fund | 41 | — | Dec 2005 | |
| GQG Partners US Quality Dividend Income Fund | 39 | — | Jun 2021 |
Best-Performing Quality Factor Mutual funds Over 5 Years
The top Quality Factor Mutual funds is FUQIX (12.32%).
Across the lineup, Quality Factor Mutual funds show an average 1-year return of 8.93% and an average 5-year return of 7.76%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 12.32% | — | Oct 2015 | |
| GMO Quality Fund | 12.22% | — | Feb 2004 | |
| GMO Quality Fund Class IV | 12.22% | — | Feb 2004 | |
| GQG Partners US Quality Dividend Income Fund | 10.70% | — | Jun 2021 | |
| GQG Partners Global Quality Dividend Income Fund | 10.69% | — | Jun 2021 |
Lowest-Cost Quality Factor Mutual funds
The top Quality Factor Mutual funds is FUQIX (0.10%).
With an average expense ratio of 0.76%, Quality Factor 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 |
|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | |
| GMO Quality Fund | 0.49% | — | Feb 2004 |
Highest-Yield Quality Factor Mutual funds
The top Quality Factor Mutual funds is AQLGX (85.67%).
Across the lineup, Quality Factor Mutual funds show an average dividend yield of 12.03%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Alta Quality Growth Fund | 85.67% | — | Dec 2018 | |
| Jensen Quality Growth Fund | 38.44% | — | Aug 1992 | |
| Pear Tree Quality Fund | 27.79% | — | May 1985 | |
| Westwood Quality Value Fund | 20.26% | — | Jun 2006 | |
| Northern U.S. Quality ESG Fund | 11.53% | — | Oct 2017 |
Top Mutual funds Categories
Target Retirement Date · 676 Mutual fundsDiversified Portfolio · 561 Mutual fundsMunicipal Bonds · 503 Mutual fundsForeign Large Cap Equities · 454 Mutual fundsLarge Cap Growth Equities · 427 Mutual fundsLarge Cap Blend Equities · 413 Mutual fundsLarge Cap Value Equities · 328 Mutual fundsGlobal Equities · 261 Mutual fundsEmerging Markets Equities · 218 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 136 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 106 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 95 Mutual fundsGlobal Allocation · 86 Mutual fundsDividend · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 83 Mutual fundsTechnology Equities · 81 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
GQEPX vs. EBSIXGQEPX vs. VOOGQEPX vs. MRFOXGQEPX vs. SWPPXGQEPX vs. JEPQJENSX vs. SPLVJENSX vs. PRILXJENSX vs. FISPXJENSX vs. ARTMXJENSX vs. HGOIXGQETX vs. THDGQETX vs. TRBUXGQETX vs. VOOGQETX vs. GQSCXGQETX vs. GQLVXGQRPX vs. SPMOGQRPX vs. WWWEXGQRPX vs. GSIHXGQRPX vs. PRWAXGQRPX vs. FCNTXGQEIX vs. SPYGQEIX vs. VOOGQEIX vs. CGDVGQEIX vs. SVPFXGQEIX vs. DIVOQGRPX vs. DVRUXQGRPX vs. GARPQGRPX vs. SCHGQGRPX vs. VUGQGRPX vs. QGRWGQRIX vs. ALGRXGQRIX vs. ACAZXGQRIX vs. DUHPGQRIX vs. EPSYXGQRIX vs. FSGGXGQJPX vs. ACWIGQJPX vs. VXUSGQJPX vs. GSIHXGQJPX vs. PEQUXGQJPX vs. JIREFUQIX vs. FUMIXFUQIX vs. FISPXFUQIX vs. LGGG.LFUQIX vs. VALW.LFUQIX vs. SCHDUSBOX vs. VFFSXUSBOX vs. NEFSXUSBOX vs. STSEXUSBOX vs. VOOUSBOX vs. EQWL