Port Street Quality Growth Fund (PSQGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSQGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSQGX
PSQGX charges 0.97% annually. There are 395 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PSQGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PSQGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PSQGX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PSQGX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PSQGX vs BWBIX |
Best Risk-Adjusted Alternatives to PSQGX
PSQGX has a PortfoliosLab risk / return rank of 26. There are 498 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PSQGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PSQGX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PSQGX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | PSQGX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PSQGX vs AYBLX |
Top Performing PSQGX Alternatives (YTD)
PSQGX is at 1.87% YTD. There are 514 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | PSQGX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | PSQGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | PSQGX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | PSQGX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | PSQGX vs SMIFX |
Lowest Volatility Alternatives to PSQGX
PSQGX has 6.96% 1-year volatility. There are 163 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PSQGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | PSQGX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | PSQGX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PSQGX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | PSQGX vs CSTAX |
Lowest Drawdown Alternatives to PSQGX
PSQGX has a 1-year max drawdown of -8.36%. There are 458 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PSQGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PSQGX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | PSQGX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PSQGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PSQGX vs SICIX |
Often Compared With PSQGX
Investors most often compare PSQGX with FCSRX, FYMIX, BLNDX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | PSQGX vs FCSRX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 58 | 10.06% | — | Feb 2022 | PSQGX vs FYMIX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | PSQGX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | PSQGX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | PSQGX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 85 | 6.49% | — | Sep 2005 | PSQGX vs FSRTX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | PSQGX vs FSRRX |
Compare PSQGX with Any Fund or Stock
Compare PSQGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSQGX with funds that move differently
Port Street Quality Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSQGX.
Explore PSQGX Diversifiers