Anchor Risk Managed Global Strategies Fund (ATGSX) 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 ATGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATGSX
ATGSX charges 2.25% annually. There are 50 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 | ATGSX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | ATGSX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.94M | Jan 2026 | ATGSX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | ATGSX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | ATGSX vs BTPIX |
Best Risk-Adjusted Alternatives to ATGSX
Among 50 mutual funds in the Long-Short category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 94 | — | Dec 2012 | ATGSX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | ATGSX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 86 | — | Oct 1998 | ATGSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 86 | 561.90M | Nov 1998 | ATGSX vs VMNFX | |
| Multi-Manager Directional Alternative Strategies F... | 85 | — | Jan 2017 | ATGSX vs CDAZX |
Top Performing ATGSX Alternatives (YTD)
Among 53 mutual funds in the Long-Short category with YTD return data, the top-performing alternatives shown here go as high as 14.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | 14.03% | 561.90M | Nov 1998 | ATGSX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.03% | — | Oct 1998 | ATGSX vs VMNIX | |
| Boston Partners Long/Short Equity Fund | 13.95% | — | Nov 1998 | ATGSX vs BPLEX | |
| Longboard Alternative Growth Fund | 12.82% | — | Mar 2015 | ATGSX vs LONGX | |
| Guggenheim Alpha Opportunity Fund | 12.71% | — | Jul 2003 | ATGSX vs SAOAX |
Lowest Volatility Alternatives to ATGSX
Among 54 mutual funds in the Long-Short category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 5.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.31% | — | Dec 2011 | ATGSX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.60% | — | Dec 2012 | ATGSX vs ASILX | |
| MFS Managed Wealth Fund | 5.88% | — | Jun 2014 | ATGSX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.11% | — | Dec 2019 | ATGSX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | ATGSX vs WRAIX |
Lowest Drawdown Alternatives to ATGSX
Among 50 mutual funds in the Long-Short category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | ATGSX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | ATGSX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | ATGSX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | ATGSX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | ATGSX 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 | 11.55% | — | Sep 2021 | ATGSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | ATGSX vs WFSPX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | ATGSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | ATGSX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | ATGSX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | ATGSX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | ATGSX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | ATGSX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | ATGSX vs FFANX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 65 | 19.68% | 10.70B | Mar 1999 | ATGSX vs VTMSX |
Often Compared With ATGSX
Investors most often compare ATGSX with ADOIX, JAKVX, JAKRX. These 10 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ACM Dynamic Opportunity Fund | Long-Short | 34 | 10.90% | — | Jan 2015 | ATGSX vs ADOIX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 81 | 9.20% | — | Apr 2014 | ATGSX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 80 | 9.01% | — | Dec 2013 | ATGSX vs JAKRX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 51 | 8.12% | 30.00B | Sep 1994 | ATGSX vs VTCLX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 64 | 4.50% | 12.30B | Sep 1994 | ATGSX vs VTMFX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 53 | 16.40% | — | Jan 2000 | ATGSX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -0.28% | 13.50B | Feb 2004 | ATGSX vs VFAIX | |
| Meeder Spectrum Fund | Long-Short | 60 | 9.02% | — | Jan 2015 | ATGSX vs FLSPX | |
| Anchor Risk Managed Equity Strategies Fund | Long-Short | 15 | 5.46% | — | Sep 2016 | ATGSX vs ATESX | |
| CRM Long/Short Opportunities Fund | Long-Short | 35 | 12.61% | — | Aug 2016 | ATGSX vs CRIHX |
Compare ATGSX with Any Fund or Stock
Compare ATGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATGSX with funds that move differently
Anchor Risk Managed Global Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATGSX.
Explore ATGSX Diversifiers