GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GQEPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQEPX
GQEPX charges 0.59% annually. There are 82 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | GQEPX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | GQEPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | GQEPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | GQEPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | GQEPX vs VIGAX |
Best Risk-Adjusted Alternatives to GQEPX
GQEPX has a PortfoliosLab risk / return rank of 5. There are 376 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | GQEPX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | GQEPX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | GQEPX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | GQEPX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | GQEPX vs CHASX |
Top Performing GQEPX Alternatives (YTD)
GQEPX is at 4.70% YTD. There are 187 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | GQEPX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | GQEPX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | GQEPX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | GQEPX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | GQEPX vs FTQGX |
Lowest Volatility Alternatives to GQEPX
GQEPX has 10.56% 1-year volatility. There are 5 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | GQEPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | GQEPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | GQEPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | GQEPX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | GQEPX vs BLUEX |
Lowest Drawdown Alternatives to GQEPX
GQEPX has a 1-year max drawdown of -8.48%. There are 8 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | GQEPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | GQEPX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | GQEPX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | GQEPX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | GQEPX vs DNVYX |
Other Mutual Funds from GQG Partners Inc
The 6 most viewed GQG Partners Inc mutual funds shown here include GQGPX, GQEIX, GQRIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Diversified | 18 | 4.52% | — | Dec 2016 | GQEPX vs GQGPX | |
| GQG Partners US Select Quality Equity Fund | Large Cap Blend Equities | 5 | 4.78% | — | Sep 2018 | GQEPX vs GQEIX | |
| GQG Partners Global Quality Equity Fund Institutio... | Global Equities | 9 | 5.69% | — | Mar 2019 | GQEPX vs GQRIX | |
| GQG Partners International Quality Dividend Income... | Foreign Large Cap Equities | 22 | 4.09% | — | Jun 2021 | GQEPX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | Large Cap Value Equities | 20 | 8.99% | — | Jun 2021 | GQEPX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | Global Equities | 35 | 7.81% | — | Jun 2021 | GQEPX vs GQFPX |
Often Compared With GQEPX
Investors most often compare GQEPX with EBSIX, VOO, GQETX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare GQEPX with Any Fund or Stock
Compare GQEPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQEPX with funds that move differently
GQG Partners US Select Quality Equity Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQEPX.
Explore GQEPX Diversifiers