GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) 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 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 11 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | GQRIX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | GQRIX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | GQRIX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | GQRIX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | GQRIX vs GQEIX |
Best Risk-Adjusted Alternatives to GQRIX
GQRIX has a PortfoliosLab risk / return rank of 27. There are 13 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 68 | — | Jun 2021 | GQRIX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 68 | — | Jun 2021 | GQRIX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | 58 | — | Jun 2021 | GQRIX vs GQHPX | |
| GMO Quality Fund | 53 | — | Feb 2004 | GQRIX vs GQETX | |
| GMO Quality Fund Class IV | 52 | — | Feb 2004 | GQRIX vs GQEFX |
Top Performing GQRIX Alternatives (YTD)
GQRIX is at 8.04% YTD. There are 9 mutual funds in the Quality Factor category with higher YTD returns, going as high as 15.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 15.34% | — | Apr 2007 | GQRIX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | GQRIX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | GQRIX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.44% | — | Jun 2021 | GQRIX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 10.50% | — | Jun 2021 | GQRIX vs GQJPX |
Lowest Volatility Alternatives to GQRIX
GQRIX has 9.47% 1-year volatility. No mutual funds in the Quality Factor category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund | 9.50% | — | Mar 2019 | GQRIX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | GQRIX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | GQRIX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | GQRIX vs HAVGX | |
| Bright Rock Quality Large Cap Fund | 10.37% | — | May 2010 | GQRIX vs BQLCX |
Lowest Drawdown Alternatives to GQRIX
GQRIX has a 1-year max drawdown of -7.00%. There are 3 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 | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | GQRIX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | GQRIX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | GQRIX vs WHGLX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | GQRIX vs GQRPX | |
| Bright Rock Quality Large Cap Fund | -7.56% | — | May 2010 | GQRIX vs BQLCX |
Other Mutual Funds from GQG Partners
The 3 most viewed GQG Partners mutual funds shown here include GQEPX, GQGIX, GQGPX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | Quality Factor, Large Cap Growth Equities | 14 | 6.74% | — | Sep 2018 | GQRIX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | Emerging Markets Equities | 43 | 8.26% | — | — | GQRIX vs GQGIX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Equities | 42 | 8.14% | — | Dec 2016 | GQRIX vs GQGPX |
Often Compared With GQRIX
Investors most often compare GQRIX with ALGRX, ACAZX, EPSYX. These 20 comparison targets span 9 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