AB Small Cap Growth Portfolio (QUASX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QUASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QUASX
QUASX charges 1.11% annually. There are 86 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | QUASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | QUASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | QUASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | QUASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | QUASX vs VISGX |
Best Risk-Adjusted Alternatives to QUASX
QUASX has a PortfoliosLab risk / return rank of 32. There are 109 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | QUASX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | QUASX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | QUASX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | QUASX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | QUASX vs NEAIX |
Top Performing QUASX Alternatives (YTD)
QUASX is at 21.46% YTD. There are 54 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | QUASX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | QUASX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | QUASX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | QUASX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | QUASX vs OBMCX |
Lowest Volatility Alternatives to QUASX
QUASX has 24.83% 1-year volatility. There are 125 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | QUASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | QUASX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | QUASX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | QUASX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | QUASX vs ETMGX |
Lowest Drawdown Alternatives to QUASX
QUASX has a 1-year max drawdown of -15.02%. There are 120 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | QUASX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | QUASX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | QUASX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | QUASX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | QUASX vs RFIMX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.57% | — | Oct 1996 | QUASX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.71% | — | Jan 1996 | QUASX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 12 | 4.76% | — | Jul 2015 | QUASX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | 6.56% | — | Sep 1990 | QUASX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 80 | 2.54% | — | Aug 2010 | QUASX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 71 | 2.18% | — | Feb 1994 | QUASX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.78% | — | Feb 1982 | QUASX vs ALTFX | |
| AB Income Fund | Intermediate Core-Plus Bond | 17 | 0.08% | — | Aug 1987 | QUASX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.22% | — | Jul 1993 | QUASX vs AWF | |
| AB High Income Municipal Portfolio | High Yield Muni | 73 | 2.82% | — | Jan 2010 | QUASX vs ABTYX |
Often Compared With QUASX
Investors most often compare QUASX with PNSAX, DSCGX, ISCG. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare QUASX with Any Fund or Stock
Compare QUASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QUASX with funds that move differently
AB Small Cap Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QUASX.
Explore QUASX Diversifiers