Alpha Fiduciary Quantitative Strategy Fund (AFQSX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AFQSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFQSX
AFQSX charges 1.70% annually. There are 58 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | AFQSX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | AFQSX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | AFQSX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | AFQSX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | AFQSX vs GPIFX |
Best Risk-Adjusted Alternatives to AFQSX
AFQSX has a PortfoliosLab risk / return rank of 83. There are 17 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | AFQSX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | AFQSX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | AFQSX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | AFQSX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | AFQSX vs PASAX |
Top Performing AFQSX Alternatives (YTD)
AFQSX is at 11.65% YTD. There are 11 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | AFQSX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | AFQSX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | AFQSX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | AFQSX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | AFQSX vs CRDBX |
Lowest Volatility Alternatives to AFQSX
AFQSX has 11.78% 1-year volatility. There are 54 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | AFQSX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | AFQSX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | AFQSX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | AFQSX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | AFQSX vs HSTRX |
Lowest Drawdown Alternatives to AFQSX
AFQSX has a 1-year max drawdown of -6.01%. There are 30 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | AFQSX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | AFQSX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | AFQSX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | AFQSX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | AFQSX vs ASTIX |
Often Compared With AFQSX
Investors most often compare AFQSX with ABRZX, ABRYX, SFHYX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare AFQSX with Any Fund or Stock
Compare AFQSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFQSX with funds that move differently
Alpha Fiduciary Quantitative Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFQSX.
Explore AFQSX Diversifiers