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 84. There are 16 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | AFQSX vs ASTIX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | AFQSX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | AFQSX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 91 | — | Jun 2009 | AFQSX vs ABRYX | |
| PIMCO All Asset Fund | 91 | — | Nov 2002 | AFQSX vs PAAIX |
Top Performing AFQSX Alternatives (YTD)
AFQSX is at 13.32% YTD. There are 13 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 49.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.25% | — | Sep 2019 | AFQSX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.54% | — | Dec 2016 | AFQSX vs MOJOX | |
| Teberg Fund | 27.41% | — | Mar 2002 | AFQSX vs TEBRX | |
| Quantified STF Fund | 24.91% | — | Nov 2015 | AFQSX vs QSTFX | |
| Potomac Defensive Bull Fund | 21.33% | — | Jun 2020 | AFQSX vs CRDBX |
Lowest Volatility Alternatives to AFQSX
AFQSX has 11.37% 1-year volatility. There are 51 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... | 2.72% | — | Apr 2012 | AFQSX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | AFQSX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.68% | — | Sep 2002 | AFQSX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | AFQSX vs SFHYX |
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 | |
| 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 | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | AFQSX vs ASTIX |
Often Compared With AFQSX
Investors most often compare AFQSX with ABRZX, HFSAX, UPAAX. These 9 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 | 91 | 17.16% | — | Jun 2009 | AFQSX vs ABRZX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 42 | 0.79% | — | — | AFQSX vs HFSAX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | AFQSX vs UPAAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 86 | 7.77% | — | Dec 2013 | AFQSX vs RQEIX | |
| AQR Diversifying Strategies Fund Class N | Tactical Allocation | 88 | 4.30% | — | Jun 2020 | AFQSX vs QDSNX | |
| Quantified Market Leaders Fund | Tactical Allocation | 39 | 17.14% | — | Aug 2013 | AFQSX vs QMLFX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 90 | 14.57% | — | Apr 2018 | AFQSX vs GTAIX | |
| Canterbury Portfolio Thermostat Fund | Tactical Allocation | 85 | 15.76% | — | Aug 2016 | AFQSX vs CAPTX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 8.61% | — | Apr 2008 | AFQSX vs PASAX |
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