Franklin Templeton SMACS: Series E (FQTEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FQTEX
FQTEX charges 0.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FQTEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FQTEX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FQTEX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FQTEX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FQTEX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FQTEX vs FYMIX |
Best Risk-Adjusted Alternatives to FQTEX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FQTEX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FQTEX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FQTEX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FQTEX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FQTEX vs PMAIX |
Top Performing FQTEX Alternatives (YTD)
FQTEX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FQTEX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FQTEX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FQTEX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FQTEX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FQTEX vs CONWX |
Lowest Volatility Alternatives to FQTEX
FQTEX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FQTEX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FQTEX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FQTEX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FQTEX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FQTEX vs SICIX |
Lowest Drawdown Alternatives to FQTEX
FQTEX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FQTEX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FQTEX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FQTEX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FQTEX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FQTEX vs SICIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FQTEX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FQTEX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FQTEX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FQTEX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FQTEX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FQTEX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FQTEX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FQTEX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FQTEX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FQTEX vs SHAPX |
Often Compared With FQTEX
What investors most often compare with FQTEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Legg Mason International Low Volatility High Divid... | Volatility Hedged Equity, Dividend | 95 | 10.54% | Jul 27, 2016 | FQTEX vs LVHI | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | FQTEX vs VOO | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FQTEX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FQTEX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FQTEX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FQTEX vs WWWEX |
Compare FQTEX with Any Fund or Stock
Compare FQTEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.