Franklin Templeton SMACS: Series I (FQTIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FQTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FQTIX
FQTIX charges 0.00% annually. No mutual funds in the High Yield Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | FQTIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | FQTIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | FQTIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | FQTIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | FQTIX vs CRDOX |
Best Risk-Adjusted Alternatives to FQTIX
FQTIX has a PortfoliosLab risk / return rank of 94. There are 14 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | FQTIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | FQTIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | FQTIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | FQTIX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | FQTIX vs PSHNX |
Top Performing FQTIX Alternatives (YTD)
FQTIX is at 3.84% YTD. There are 12 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 9.42% | — | Dec 2014 | FQTIX vs XILSX | |
| Fairholme Focused Income Fund | 8.79% | — | Dec 2009 | FQTIX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.46% | — | Nov 1977 | FQTIX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.76% | — | Oct 2018 | FQTIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.70% | — | Jul 1995 | FQTIX vs FAHCX |
Lowest Volatility Alternatives to FQTIX
FQTIX has 3.09% 1-year volatility. There are 78 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | FQTIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.85% | — | Sep 2010 | FQTIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.50% | — | Jul 2014 | FQTIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | FQTIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | FQTIX vs OSTIX |
Lowest Drawdown Alternatives to FQTIX
FQTIX has a 1-year max drawdown of -2.20%. There are 54 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | FQTIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | FQTIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | FQTIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | FQTIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | FQTIX vs SCFIX |
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 | FQTIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -8.99% | — | May 1969 | FQTIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 80 | 5.21% | — | — | FQTIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.65% | — | Apr 1948 | FQTIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 34 | 20.75% | — | Jun 2011 | FQTIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.78% | — | Jan 1987 | FQTIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.70% | — | Aug 1997 | FQTIX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 5.36% | — | Aug 1997 | FQTIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.59% | — | Oct 1983 | FQTIX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 43 | 15.10% | — | Oct 1990 | FQTIX vs TFEQX |
Often Compared With FQTIX
Investors most often compare FQTIX with FHAIX, IPHYX, FGUMX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FQTIX with Any Fund or Stock
Compare FQTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FQTIX with funds that move differently
Franklin Templeton SMACS: Series I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FQTIX.
Explore FQTIX Diversifiers