RESQ Dynamic Allocation Fund (RQEIX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RQEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RQEIX
RQEIX charges 1.80% annually. There are 63 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | RQEIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | RQEIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | RQEIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | RQEIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | RQEIX vs GPIFX |
Best Risk-Adjusted Alternatives to RQEIX
RQEIX has a PortfoliosLab risk / return rank of 84. There are 14 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | RQEIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | RQEIX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | RQEIX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | RQEIX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | RQEIX vs PASAX |
Top Performing RQEIX Alternatives (YTD)
RQEIX is at 6.45% YTD. There are 40 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | RQEIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | RQEIX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | RQEIX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | RQEIX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | RQEIX vs CRDBX |
Lowest Volatility Alternatives to RQEIX
RQEIX has 9.40% 1-year volatility. There are 31 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | RQEIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | RQEIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | RQEIX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | RQEIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | RQEIX vs HSTRX |
Lowest Drawdown Alternatives to RQEIX
RQEIX has a 1-year max drawdown of -4.26%. There are 11 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | RQEIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | RQEIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | RQEIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | RQEIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | RQEIX vs ASTIX |
Other Mutual Funds from RESQ
The 1 most viewed RESQ mutual funds shown here include RQIIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RESQ Strategic Income Fund | Diversified Portfolio | 18 | 1.39% | — | Dec 2013 | RQEIX vs RQIIX |
Often Compared With RQEIX
Investors most often compare RQEIX with VYM, ICSIX, ABRYX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RQEIX with Any Fund or Stock
Compare RQEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RQEIX with funds that move differently
RESQ Dynamic Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RQEIX.
Explore RQEIX Diversifiers