GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GQRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQRIX
GQRIX charges 0.75% annually. There are 55 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | GQRIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GQRIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GQRIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GQRIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | GQRIX vs VTWAX |
Best Risk-Adjusted Alternatives to GQRIX
GQRIX has a PortfoliosLab risk / return rank of 9. There are 219 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | GQRIX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | GQRIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | GQRIX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | GQRIX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | GQRIX vs JGYIX |
Top Performing GQRIX Alternatives (YTD)
GQRIX is at 5.69% YTD. There are 176 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | GQRIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | GQRIX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | GQRIX vs AGLOX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | GQRIX vs FIQOX | |
| Fidelity Advisor Worldwide Fund Class I | 24.16% | — | Feb 2009 | GQRIX vs FWIFX |
Lowest Volatility Alternatives to GQRIX
GQRIX has 9.40% 1-year volatility. There are 8 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | GQRIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | GQRIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | GQRIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | GQRIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | GQRIX vs SGMAX |
Lowest Drawdown Alternatives to GQRIX
GQRIX has a 1-year max drawdown of -7.00%. There are 12 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | GQRIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GQRIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GQRIX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | GQRIX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | GQRIX vs SVTAX |
Other Mutual Funds from GQG Partners Inc
The 6 most viewed GQG Partners Inc mutual funds shown here include GQEPX, GQGPX, GQEIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 5 | 4.70% | — | Sep 2018 | GQRIX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Diversified | 18 | 4.52% | — | Dec 2016 | GQRIX vs GQGPX | |
| GQG Partners US Select Quality Equity Fund | Large Cap Blend Equities | 5 | 4.78% | — | Sep 2018 | GQRIX vs GQEIX | |
| GQG Partners International Quality Dividend Income... | Foreign Large Cap Equities | 20 | 3.84% | — | Jun 2021 | GQRIX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | Large Cap Value Equities | 16 | 7.21% | — | Jun 2021 | GQRIX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | Global Equities | 29 | 6.50% | — | Jun 2021 | GQRIX vs GQFPX |
Often Compared With GQRIX
Investors most often compare GQRIX with ALGRX, ACAZX, DUHP. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GQRIX with Any Fund or Stock
Compare GQRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQRIX with funds that move differently
GQG Partners Global Quality Equity Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQRIX.
Explore GQRIX Diversifiers