Quantified Pattern Recognition Fund (QSPMX) 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 QSPMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QSPMX
QSPMX charges 1.55% annually. There are 508 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 | QSPMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | QSPMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | QSPMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | QSPMX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | QSPMX vs VTMFX |
Best Risk-Adjusted Alternatives to QSPMX
QSPMX has a PortfoliosLab risk / return rank of 21. There are 521 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 | QSPMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | QSPMX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | QSPMX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | QSPMX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | QSPMX vs FSRRX |
Top Performing QSPMX Alternatives (YTD)
QSPMX is at -5.34% YTD. There are 541 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | QSPMX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | QSPMX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | QSPMX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | QSPMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | QSPMX vs MHELX |
Lowest Volatility Alternatives to QSPMX
QSPMX has 15.99% 1-year volatility. There are 527 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | QSPMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | QSPMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | QSPMX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | QSPMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | QSPMX vs CSTAX |
Lowest Drawdown Alternatives to QSPMX
QSPMX has a 1-year max drawdown of -13.85%. There are 533 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 | QSPMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | QSPMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | QSPMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | QSPMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | QSPMX 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 | 60 | 1.02% | — | Dec 2013 | QSPMX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 54 | 0.71% | — | — | QSPMX vs HFSAX | |
| OnTrack Core Fund | Tactical Allocation | 80 | 5.10% | — | Jan 2013 | QSPMX vs OTRFX | |
| Quantified Managed Income Fund | Diversified Portfolio | 4 | -0.25% | — | Aug 2013 | QSPMX vs QBDSX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 40 | 0.09% | — | Aug 2004 | QSPMX vs SFHYX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 82 | 43.03% | — | Sep 2019 | QSPMX vs QEVOX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -4.01% | — | May 2015 | QSPMX vs SAPEX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 48 | 1.35% | — | May 2019 | QSPMX vs KAMIX | |
| Quantified Alternative Investment Fund | Multistrategy | 52 | 4.62% | — | Aug 2013 | QSPMX vs QALTX | |
| Quantified STF Fund | Tactical Allocation | 24 | 13.84% | — | Nov 2015 | QSPMX vs QSTFX |
Often Compared With QSPMX
Investors most often compare QSPMX with QCGDX, VTI, QMLFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare QSPMX with Any Fund or Stock
Compare QSPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QSPMX with funds that move differently
Quantified Pattern Recognition Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QSPMX.
Explore QSPMX Diversifiers