Quantified Managed Income Fund (QBDSX) 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 QBDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QBDSX
QBDSX charges 1.31% annually. There are 485 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 | QBDSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | QBDSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | QBDSX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | QBDSX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | QBDSX vs BWBIX |
Best Risk-Adjusted Alternatives to QBDSX
QBDSX has a PortfoliosLab risk / return rank of 5. There are 535 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 | QBDSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | QBDSX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | QBDSX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | QBDSX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | QBDSX vs AOBLX |
Top Performing QBDSX Alternatives (YTD)
QBDSX is at -0.38% YTD. There are 532 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | QBDSX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | QBDSX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | QBDSX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | QBDSX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | QBDSX vs IOEZX |
Lowest Volatility Alternatives to QBDSX
QBDSX has 3.64% 1-year volatility. There are 6 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 | QBDSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | QBDSX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | QBDSX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | QBDSX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | QBDSX vs CSTAX |
Lowest Drawdown Alternatives to QBDSX
QBDSX has a 1-year max drawdown of -3.09%. There are 15 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 | QBDSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | QBDSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | QBDSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | QBDSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | QBDSX vs CSTAX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, HFSAX, OTRFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 45 | 1.10% | — | Dec 2013 | QBDSX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 47 | 1.12% | — | — | QBDSX vs HFSAX | |
| OnTrack Core Fund | Macro Trading | 80 | 4.98% | — | Jan 2013 | QBDSX vs OTRFX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 39 | 0.63% | — | Aug 2004 | QBDSX vs SFHYX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -3.60% | — | May 2015 | QBDSX vs SAPEX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 73 | 45.27% | — | Sep 2019 | QBDSX vs QEVOX | |
| Quantified Alternative Investment Fund | Macro Trading | 59 | 4.82% | — | Aug 2013 | QBDSX vs QALTX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 58 | 1.72% | — | May 2019 | QBDSX vs KAMIX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 14 | -7.93% | — | Aug 2019 | QBDSX vs QSPMX | |
| Quantified STF Fund | Tactical Allocation | 60 | 25.47% | — | Nov 2015 | QBDSX vs QSTFX |
Often Compared With QBDSX
Investors most often compare QBDSX with MTD, MBAIX, MAPOX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare QBDSX with Any Fund or Stock
Compare QBDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QBDSX with funds that move differently
Quantified Managed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QBDSX.
Explore QBDSX Diversifiers