Anchor Risk Managed Equity Strategies Fund (ATESX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATESX
ATESX charges 2.10% annually. There are 47 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | ATESX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | ATESX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.94M | Jan 2026 | ATESX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | ATESX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | ATESX vs BTPIX |
Best Risk-Adjusted Alternatives to ATESX
ATESX has a PortfoliosLab risk / return rank of 21. There are 30 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | — | Dec 2012 | ATESX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | ATESX vs BPLEX | |
| Persimmon Long/Short Fund | 88 | — | Dec 2012 | ATESX vs LSEIX | |
| Vanguard Market Neutral Fund Institutional Shares | 88 | — | Oct 1998 | ATESX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 88 | 561.90M | Nov 1998 | ATESX vs VMNFX |
Top Performing ATESX Alternatives (YTD)
ATESX is at 8.26% YTD. There are 16 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ACM Dynamic Opportunity Fund | 14.62% | — | Jan 2015 | ATESX vs ADOIX | |
| Vanguard Market Neutral Fund Investor Shares | 14.39% | 561.90M | Nov 1998 | ATESX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.39% | — | Oct 1998 | ATESX vs VMNIX | |
| CRM Long/Short Opportunities Fund | 13.95% | — | Aug 2016 | ATESX vs CRIHX | |
| Boston Partners Long/Short Equity Fund | 13.85% | — | Nov 1998 | ATESX vs BPLEX |
Lowest Volatility Alternatives to ATESX
ATESX has 11.73% 1-year volatility. There are 32 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.29% | — | Dec 2011 | ATESX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.56% | — | Dec 2012 | ATESX vs ASILX | |
| MFS Managed Wealth Fund | 5.86% | — | Jun 2014 | ATESX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.07% | — | Dec 2019 | ATESX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | ATESX vs WRAIX |
Lowest Drawdown Alternatives to ATESX
ATESX has a 1-year max drawdown of -8.92%. There are 33 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | ATESX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | ATESX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | ATESX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | ATESX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | ATESX vs GARIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, LIVIX and span 9 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | ATESX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | ATESX vs WFSPX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | ATESX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | ATESX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | ATESX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | ATESX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | ATESX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | ATESX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | ATESX vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 69 | 20.11% | 10.70B | Mar 1999 | ATESX vs VTMSX |
Often Compared With ATESX
Investors most often compare ATESX with KAMIX, QQQ, JEPIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare ATESX with Any Fund or Stock
Compare ATESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATESX with funds that move differently
Anchor Risk Managed Equity Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATESX.
Explore ATESX Diversifiers