Gateway Fund Class Y Shares (GTEYX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GTEYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GTEYX
GTEYX charges 0.70% annually. There are 4 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | GTEYX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | GTEYX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | GTEYX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | GTEYX vs GCPYX | |
| JPMorgan Hedged Equity Fund | 0.83% | — | Dec 2013 | GTEYX vs JHQAX |
Best Risk-Adjusted Alternatives to GTEYX
GTEYX has a PortfoliosLab risk / return rank of 63. There are 15 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | GTEYX vs PPFIX | |
| MAI Managed Volatility Fund | 94 | — | Sep 2010 | GTEYX vs MAIPX | |
| Glenmede Secured Options Portfolio | 93 | — | Jun 2010 | GTEYX vs GTSOX | |
| Columbia Seligman Premium Technology Growth Fund | 89 | — | Nov 2009 | GTEYX vs STK | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | GTEYX vs EIVPX |
Top Performing GTEYX Alternatives (YTD)
GTEYX is at 4.62% YTD. There are 18 mutual funds in the Options Trading category with higher YTD returns, going as high as 37.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund | 37.62% | — | Nov 2009 | GTEYX vs STK | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 10.40% | — | Jan 2007 | GTEYX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.77% | — | Sep 2016 | GTEYX vs HMXIX | |
| Glenmede Secured Options Portfolio | 8.49% | — | Jun 2010 | GTEYX vs GTSOX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.81% | — | Feb 2021 | GTEYX vs JHQDX |
Lowest Volatility Alternatives to GTEYX
GTEYX has 7.83% 1-year volatility. There are 15 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.90% | — | Nov 2016 | GTEYX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.59% | — | Apr 2012 | GTEYX vs STTIX | |
| MAI Managed Volatility Fund | 4.97% | — | Sep 2010 | GTEYX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.30% | — | Oct 2017 | GTEYX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.57% | — | Apr 2015 | GTEYX vs SHIIX |
Lowest Drawdown Alternatives to GTEYX
GTEYX has a 1-year max drawdown of -5.98%. There are 15 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | GTEYX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.90% | — | Apr 2012 | GTEYX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | GTEYX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | GTEYX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | GTEYX vs JDIEX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, GAFYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -4.55% | — | May 1991 | GTEYX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 4 | -4.72% | — | Feb 2013 | GTEYX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 75 | 10.61% | — | Sep 2008 | GTEYX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market, Investment Grade Bonds | 9 | -0.85% | — | Dec 1996 | GTEYX vs LSIIX | |
| Gateway Fund | Options Trading | 61 | 4.49% | — | Dec 1977 | GTEYX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 13 | -1.25% | — | Nov 1973 | GTEYX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 15 | 1.17% | — | Mar 2016 | GTEYX vs ESGYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 16 | 1.25% | — | Jul 1994 | GTEYX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 43 | 6.22% | — | May 1931 | GTEYX vs NEFOX | |
| Loomis Sayles Growth Fund Class C | Large Cap Growth Equities | 4 | -5.13% | — | Feb 2013 | GTEYX vs LGRCX |
Often Compared With GTEYX
Investors most often compare GTEYX with SPYI, SDRIX, HEGD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare GTEYX with Any Fund or Stock
Compare GTEYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GTEYX with funds that move differently
Gateway Fund Class Y Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GTEYX.
Explore GTEYX Diversifiers