Franklin Templeton SMACS: Series E (FQTEX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FQTEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FQTEX
FQTEX charges 0.00% annually. No mutual funds in the Diversified Portfolio category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FQTEX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FQTEX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FQTEX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FQTEX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FQTEX vs VTMFX |
Best Risk-Adjusted Alternatives to FQTEX
FQTEX has a PortfoliosLab risk / return rank of 66. There are 193 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FQTEX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FQTEX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FQTEX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FQTEX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FQTEX vs AOBLX |
Top Performing FQTEX Alternatives (YTD)
FQTEX is at 7.89% YTD. There are 203 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | FQTEX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | FQTEX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | FQTEX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | FQTEX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | FQTEX vs TIBIX |
Lowest Volatility Alternatives to FQTEX
FQTEX has 9.36% 1-year volatility. There are 352 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FQTEX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | FQTEX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | FQTEX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FQTEX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FQTEX vs CSTAX |
Lowest Drawdown Alternatives to FQTEX
FQTEX has a 1-year max drawdown of -5.77%. There are 201 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FQTEX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FQTEX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FQTEX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FQTEX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FQTEX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 17 | 9.66% | — | Jan 1968 | FQTEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -8.99% | — | May 1969 | FQTEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 80 | 5.21% | — | — | FQTEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.65% | — | Apr 1948 | FQTEX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 34 | 20.75% | — | Jun 2011 | FQTEX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.78% | — | Jan 1987 | FQTEX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.70% | — | Aug 1997 | FQTEX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 5.36% | — | Aug 1997 | FQTEX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.59% | — | Oct 1983 | FQTEX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 43 | 15.10% | — | Oct 1990 | FQTEX vs TFEQX |
Often Compared With FQTEX
Investors most often compare FQTEX with LVHI, VOO, BERIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FQTEX with Any Fund or Stock
Compare FQTEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FQTEX with funds that move differently
Franklin Templeton SMACS: Series E alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FQTEX.
Explore FQTEX Diversifiers