GMO Quality Fund Class IV (GQEFX) Alternatives
GMO Quality Fund Class IV (GQEFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GQEFX. 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 GQEFX
GQEFX charges 0.47% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among GQEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | GQEFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | GQEFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | GQEFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | GQEFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | GQEFX vs SSSYX |
Best Risk-Adjusted Alternatives to GQEFX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | GQEFX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | GQEFX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | GQEFX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | GQEFX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | GQEFX vs DFIEX |
Top Performing GQEFX Alternatives (YTD)
GQEFX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | GQEFX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | GQEFX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | GQEFX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | GQEFX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | GQEFX vs POGSX |
Lowest Volatility Alternatives to GQEFX
GQEFX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | GQEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.01% | Mar 28, 2021 | GQEFX vs SVPFX | |
| Fidelity Hedged Equity Fund | 11.04% | Sep 8, 2022 | GQEFX vs FEQHX | |
| Fidelity Advisor Growth & Income Fund Class Z | 11.08% | Mar 20, 2025 | GQEFX vs FGJEX | |
| Castle Tandem Fund | 12.04% | Mar 15, 2019 | GQEFX vs TANDX |
Lowest Drawdown Alternatives to GQEFX
GQEFX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | GQEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | GQEFX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | GQEFX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | GQEFX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | GQEFX vs FNSTX |
Other Mutual Funds from GMO
Most popular GMO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 33 | -7.00% | Feb 6, 2004 | GQEFX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 93 | 5.23% | Mar 30, 1987 | GQEFX vs GMOIX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 0.51% | Mar 16, 2009 | GQEFX vs GUSTX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 6 | -0.91% | Mar 17, 2009 | GQEFX vs GABFX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 5.76% | Jun 14, 2011 | GQEFX vs GBFFX | |
| GMO Resources Fund | Energy Equities | 95 | 30.03% | Dec 27, 2011 | GQEFX vs GOFIX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 97 | 2.31% | Apr 18, 1994 | GQEFX vs GMCDX | |
| GMO High Yield Fund | High Yield Bonds | 87 | -0.70% | Jun 25, 2018 | GQEFX vs GHVIX | |
| GMO Alternative Allocation Fund | Multistrategy | 90 | 3.33% | May 1, 2019 | GQEFX vs GAAVX | |
| GMO Global Equity Allocation Fund | Global Equities | 90 | 3.72% | Nov 25, 1996 | GQEFX vs GMGEX |
Often Compared With GQEFX
What investors most often compare with GQEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab Fundamental U.S. Large Company Index ETF | Large Cap Blend Equities | 70 | 2.98% | Aug 15, 2013 | GQEFX vs FNDX | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 89 | 7.48% | Dec 21, 2011 | GQEFX vs DHAMX | |
| AQR Large Cap Defensive Style Fund Class R6 | Large Cap Blend Equities | 10 | 1.76% | Jul 9, 2012 | GQEFX vs QUERX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 89 | -0.34% | Jan 2, 1990 | GQEFX vs PAGDX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 7.71% | Dec 31, 2004 | GQEFX vs RCKSX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 58 | -3.97% | May 31, 2001 | GQEFX vs VITPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 57 | -4.34% | Aug 11, 2014 | GQEFX vs SSEYX |
Compare GQEFX with Any Fund or Stock
Compare GQEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.