GQG Partners Global Quality Equity Fund (GQRPX) 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 GQRPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQRPX
GQRPX charges 0.97% annually. There are 121 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 | GQRPX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GQRPX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GQRPX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GQRPX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | GQRPX vs VMNVX |
Best Risk-Adjusted Alternatives to GQRPX
GQRPX has a PortfoliosLab risk / return rank of 12. There are 203 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | GQRPX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 94 | 3.90B | May 1984 | GQRPX vs VGPMX | |
| GMO Climate Change Fund | 92 | — | Apr 2017 | GQRPX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | GQRPX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | GQRPX vs JGYIX |
Top Performing GQRPX Alternatives (YTD)
GQRPX is at 7.60% YTD. There are 167 mutual funds in the Global Equities category with higher YTD returns, going as high as 26.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Climate Change Fund | 26.80% | — | Apr 2017 | GQRPX vs GCCHX | |
| Oberweis Global Opportunities Fund | 26.78% | — | Jan 1987 | GQRPX vs OBEGX | |
| LSV Global Value Fund | 24.84% | — | Jun 2014 | GQRPX vs LVAGX | |
| Ariel Global Fund | 24.09% | — | Dec 2011 | GQRPX vs AGLOX | |
| American Funds The New Economy Fund® Class F-2 | 22.96% | — | Aug 2008 | GQRPX vs NEFFX |
Lowest Volatility Alternatives to GQRPX
GQRPX has 9.04% 1-year volatility. There are 9 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.82% | 2.00B | Dec 2013 | GQRPX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.84% | 2.00B | Dec 2013 | GQRPX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.22% | — | Jul 2006 | GQRPX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.39% | — | Sep 1990 | GQRPX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.63% | — | Jan 2016 | GQRPX vs SGMAX |
Lowest Drawdown Alternatives to GQRPX
GQRPX has a 1-year max drawdown of -5.37%. There are 2 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 | GQRPX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | GQRPX vs GQFPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | GQRPX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GQRPX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GQRPX vs SGMAX |
Other Mutual Funds from GQG Partners
The 1 most viewed GQG Partners mutual funds shown here include GQGIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners Emerging Markets Equity Fund Institut... | Emerging Markets Equities | 18 | 6.35% | — | — | GQRPX vs GQGIX |
Often Compared With GQRPX
Investors most often compare GQRPX with SPMO, GSIHX, WWWEX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare GQRPX with Any Fund or Stock
Compare GQRPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQRPX with funds that move differently
GQG Partners Global Quality Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQRPX.
Explore GQRPX Diversifiers