GQEPX Alternatives & Similar Mutual Funds

GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) belongs to the Quality Factor 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 8 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.

Symbol	Name	Expense Ratio	AUM	Inception
FUQIX	Fidelity SAI U.S. Quality Index Fund	0.10%	—	Oct 2015	GQEPX vs FUQIX
FQITX	Fidelity SAI International Quality Index Fund	0.19%	—	May 2020	GQEPX vs FQITX
NUESX	Northern U.S. Quality ESG Fund	0.39%	—	Oct 2017	GQEPX vs NUESX
GQEFX	GMO Quality Fund Class IV	0.47%	—	Feb 2004	GQEPX vs GQEFX
GQEIX	GQG Partners US Select Quality Equity Fund	0.49%	—	Sep 2018	GQEPX vs GQEIX

Best Risk-Adjusted Alternatives to GQEPX

GQEPX has a PortfoliosLab risk / return rank of 14. There are 17 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 68.

Symbol	Name	Risk / Return Rank	AUM	Inception
GQFPX	GQG Partners Global Quality Dividend Income Fund	68	—	Jun 2021	GQEPX vs GQFPX
GQJPX	GQG Partners International Quality Dividend Income...	68	—	Jun 2021	GQEPX vs GQJPX
GQHPX	GQG Partners US Quality Dividend Income Fund	58	—	Jun 2021	GQEPX vs GQHPX
GQETX	GMO Quality Fund	53	—	Feb 2004	GQEPX vs GQETX
GQEFX	GMO Quality Fund Class IV	52	—	Feb 2004	GQEPX vs GQEFX

Top Performing GQEPX Alternatives (YTD)

GQEPX is at 6.74% YTD. There are 15 mutual funds in the Quality Factor category with higher YTD returns, going as high as 15.34%.

Symbol	Name	YTD Return	AUM	Inception
WHGSX	Westwood Quality SmallCap Fund	15.34%	—	Apr 2007	GQEPX vs WHGSX
WHGMX	Westwood Quality SMidCap Fund	14.93%	—	Dec 2005	GQEPX vs WHGMX
GQHPX	GQG Partners US Quality Dividend Income Fund	13.55%	—	Jun 2021	GQEPX vs GQHPX
GQFPX	GQG Partners Global Quality Dividend Income Fund	11.44%	—	Jun 2021	GQEPX vs GQFPX
GQJPX	GQG Partners International Quality Dividend Income...	10.50%	—	Jun 2021	GQEPX vs GQJPX

Lowest Volatility Alternatives to GQEPX

GQEPX has 10.60% 1-year volatility. There are 7 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	9.47%	—	Mar 2019	GQEPX vs GQRIX
GQRPX	GQG Partners Global Quality Equity Fund	9.50%	—	Mar 2019	GQEPX vs GQRPX
WHGLX	Westwood Quality Value Fund	10.06%	—	Jun 2006	GQEPX vs WHGLX
GQFPX	GQG Partners Global Quality Dividend Income Fund	10.18%	—	Jun 2021	GQEPX vs GQFPX
HAVGX	Haverford Quality Growth Stock Fund	10.26%	—	Jun 2004	GQEPX vs HAVGX

Lowest Drawdown Alternatives to GQEPX

GQEPX has a 1-year max drawdown of -8.48%. There are 7 mutual funds in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.28%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GQFPX	GQG Partners Global Quality Dividend Income Fund	-6.28%	—	Jun 2021	GQEPX vs GQFPX
GQHPX	GQG Partners US Quality Dividend Income Fund	-6.50%	—	Jun 2021	GQEPX vs GQHPX
WHGLX	Westwood Quality Value Fund	-6.96%	—	Jun 2006	GQEPX vs WHGLX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-7.00%	—	Mar 2019	GQEPX vs GQRIX
GQRPX	GQG Partners Global Quality Equity Fund	-7.02%	—	Mar 2019	GQEPX vs GQRPX

Other Mutual Funds from GQG Partners

The 2 most viewed GQG Partners mutual funds shown here include GQGIX, GQGPX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	Emerging Markets Equities	43	8.26%	—	—	GQEPX vs GQGIX
GQGPX	GQG Partners Emerging Markets Equity Fund	Emerging Markets Equities	42	8.14%	—	Dec 2016	GQEPX vs GQGPX

Often Compared With GQEPX

Investors most often compare GQEPX with EBSIX, VOO, MRFOX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EBSIX	Campbell Systematic Macro Fund Class I Shares	Multistrategy	14	5.98%	—	Mar 2013	GQEPX vs EBSIX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	GQEPX vs VOO
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	31	4.52%	—	Dec 2015	GQEPX vs MRFOX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	10.09%	144.34B	May 1997	GQEPX vs SWPPX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	66	7.51%	39.88B	May 2022	GQEPX vs JEPQ
VXUS	Vanguard Total International Stock ETF	Global Equities	72	13.32%	651.00B	Jan 2011	GQEPX vs VXUS
TTIIX	TIAA-CREF Lifecycle Index 2055 Fund	Target Retirement Date	67	10.61%	—	Apr 2011	GQEPX vs TTIIX
BRWJX	MFS Blended Research Growth Equity Fund	Large Cap Growth Equities	16	4.82%	—	Sep 2015	GQEPX vs BRWJX
ALGRX	Alger Focus Equity Fund Class I	Large Cap Growth Equities	27	10.08%	—	Nov 1993	GQEPX vs ALGRX
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	7	14.25%	—	Jan 2006	GQEPX vs KMKAX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	GQEPX vs NWAUX
FCNKX	Fidelity Contrafund	Large Cap Growth Equities	23	6.90%	—	—	GQEPX vs FCNKX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	75	11.94%	—	Dec 1998	GQEPX vs FGRTX
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	Large Cap Blend Equities	80	14.92%	4.73B	Nov 2017	GQEPX vs OMFL
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	41	5.78%	11.80B	Apr 2012	GQEPX vs MOAT
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	18	5.61%	—	Dec 1973	GQEPX vs AGTHX
FICEX	Frost Growth Equity Fund	Large Cap Growth Equities	9	2.05%	—	Apr 2008	GQEPX vs FICEX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	68	15.40%	—	Mar 2001	GQEPX vs ANFFX
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Quality Factor, Dividend, Large Cap Growth Equities	70	10.05%	16.52B	May 2013	GQEPX vs DGRW
DNVYX	Davis New York Venture Fund Class Y	Large Cap Growth Equities	91	14.07%	—	Feb 1969	GQEPX vs DNVYX

Compare GQEPX with Any Fund or Stock

Compare GQEPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) Alternatives