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 57 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 63. There are 27 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | AFQSX vs CRDBX | |
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | AFQSX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | AFQSX vs GTAIX | |
| Teberg Fund | 91 | — | Mar 2002 | AFQSX vs TEBRX | |
| Donoghue Forlines Momentum Fund | 91 | — | Dec 2016 | AFQSX vs MOJOX |
Top Performing AFQSX Alternatives (YTD)
AFQSX is at 10.72% YTD. There are 18 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 51.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 51.74% | — | Sep 2019 | AFQSX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.68% | — | Dec 2016 | AFQSX vs MOJOX | |
| Teberg Fund | 31.92% | — | Mar 2002 | AFQSX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | AFQSX vs QSTFX | |
| Quantified Market Leaders Fund | 20.58% | — | Aug 2013 | AFQSX vs QMLFX |
Lowest Volatility Alternatives to AFQSX
AFQSX has 11.13% 1-year volatility. There are 49 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | AFQSX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | AFQSX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | AFQSX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | AFQSX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.74% | — | — | AFQSX vs HFSAX |
Lowest Drawdown Alternatives to AFQSX
AFQSX has a 1-year max drawdown of -6.01%. There are 29 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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | AFQSX vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | AFQSX vs HSTRX |
Often Compared With AFQSX
Investors most often compare AFQSX with ABRZX, ABRYX, UPAAX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 89 | 18.14% | — | Jun 2009 | AFQSX vs ABRZX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 90 | 18.31% | — | Jun 2009 | AFQSX vs ABRYX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | AFQSX vs UPAAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 90 | 8.84% | — | Dec 2013 | AFQSX vs RQEIX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.60% | — | Nov 2002 | AFQSX vs PAAIX |
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