Gateway Fund (GATEX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GATEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GATEX
GATEX charges 0.93% annually. There are 9 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | GATEX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | GATEX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | GATEX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | GATEX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | GATEX vs GTEYX |
Best Risk-Adjusted Alternatives to GATEX
GATEX has a PortfoliosLab risk / return rank of 69. There are 12 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | GATEX vs PPFIX | |
| MAI Managed Volatility Fund | 92 | — | Sep 2010 | GATEX vs MAIPX | |
| Glenmede Secured Options Portfolio | 91 | — | Jun 2010 | GATEX vs GTSOX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 88 | — | Feb 2017 | GATEX vs EIVPX | |
| Easterly Hedged Equity Fund | 87 | — | Jul 2015 | GATEX vs JDIEX |
Top Performing GATEX Alternatives (YTD)
GATEX is at 4.78% YTD. There are 18 mutual funds in the Options Trading category with higher YTD returns, going as high as 11.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.69% | — | Jan 2007 | GATEX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.36% | — | Sep 2016 | GATEX vs HMXIX | |
| Easterly Hedged Equity Fund | 7.61% | — | Jul 2015 | GATEX vs JDIEX | |
| Glenmede Secured Options Portfolio | 7.52% | — | Jun 2010 | GATEX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.88% | — | Aug 2016 | GATEX vs BUIGX |
Lowest Volatility Alternatives to GATEX
GATEX has 7.55% 1-year volatility. There are 14 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.88% | — | Nov 2016 | GATEX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.60% | — | Apr 2012 | GATEX vs STTIX | |
| MAI Managed Volatility Fund | 4.85% | — | Sep 2010 | GATEX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.19% | — | Oct 2017 | GATEX vs BPRLX | |
| Rational Tactical Return Fund | 5.25% | — | Apr 2007 | GATEX vs HRSTX |
Lowest Drawdown Alternatives to GATEX
GATEX has a 1-year max drawdown of -6.01%. There are 17 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | GATEX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | GATEX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | GATEX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | GATEX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | GATEX vs JDIEX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, GAFYX, LSIIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -3.67% | — | May 1991 | GATEX vs LSGRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 61 | 9.13% | — | Sep 2008 | GATEX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 11 | -0.34% | — | Dec 1996 | GATEX vs LSIIX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -3.83% | — | Feb 2013 | GATEX vs LGRRX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 16 | -0.39% | — | Nov 1973 | GATEX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 10 | 0.80% | — | Mar 2016 | GATEX vs ESGYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 0.89% | — | Jul 1994 | GATEX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 21 | 3.70% | — | May 1931 | GATEX vs NEFOX | |
| Loomis Sayles Strategic Income Fund | Multisector Bonds | 12 | -0.73% | — | Apr 1995 | GATEX vs NEFZX | |
| Loomis Sayles Senior Floating Rate and Fixed Incom... | Bank Loan | 77 | 1.79% | — | Sep 2011 | GATEX vs LSFYX |
Often Compared With GATEX
Investors most often compare GATEX with SMH, VIG, ^GSPC. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare GATEX with Any Fund or Stock
Compare GATEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GATEX with funds that move differently
Gateway Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GATEX.
Explore GATEX Diversifiers