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 a closer substitute for your current allocation.
Cheapest Alternatives to GQEFX
GQEFX charges 0.47% annually. There are 121 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | GQEFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | GQEFX vs SSSYX |
Best Risk-Adjusted Alternatives to GQEFX
GQEFX has a PortfoliosLab risk / return rank of 32. There are 310 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | GQEFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | GQEFX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | GQEFX vs GTLOX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | GQEFX vs POSKX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | GQEFX vs IGIAX |
Top Performing GQEFX Alternatives (YTD)
GQEFX is at 3.93% YTD. There are 344 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | GQEFX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | GQEFX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | GQEFX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | GQEFX vs FLVCX | |
| Archer Multi Cap Fund | 26.78% | — | Dec 2019 | GQEFX vs ALSMX |
Lowest Volatility Alternatives to GQEFX
GQEFX has 12.66% 1-year volatility. There are 187 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | GQEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | GQEFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | GQEFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | GQEFX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | GQEFX vs FSUVX |
Lowest Drawdown Alternatives to GQEFX
GQEFX has a 1-year max drawdown of -12.74%. There are 365 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | GQEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GQEFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GQEFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GQEFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GQEFX vs QUERX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GQETX, GMOIX, GMOQX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 32 | 3.91% | — | Feb 2004 | GQEFX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 86 | 21.29% | — | Mar 1987 | GQEFX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 9.35% | — | Apr 1994 | GQEFX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.26% | — | Mar 2009 | GQEFX vs GUSTX | |
| GMO Global Equity Allocation Fund | Global Equities | 91 | 18.76% | — | Nov 1996 | GQEFX vs GMGEX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 89 | 19.59% | — | Jun 2006 | GQEFX vs GIOTX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 76 | 0.96% | — | Apr 1997 | GQEFX vs GUGAX | |
| GMO Benchmark-Free Fund | Global Allocation | 95 | 10.65% | — | Jun 2011 | GQEFX vs GBFFX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -4.93% | — | Mar 2009 | GQEFX vs GABFX | |
| GMO Alternative Allocation Fund | Multistrategy | 69 | 1.36% | — | May 2019 | GQEFX vs GAAVX |
Often Compared With GQEFX
Investors most often compare GQEFX with PAGDX, GHVIX, GMCDX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GQEFX with Any Fund or Stock
Compare GQEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQEFX with funds that move differently
GMO Quality Fund Class IV alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQEFX.
Explore GQEFX Diversifiers