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 62 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | RQEIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | RQEIX vs GOIIX | |
| 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 86. There are 13 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | RQEIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | RQEIX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | RQEIX vs MOJOX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | RQEIX vs GTAIX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | RQEIX vs QDSNX |
Top Performing RQEIX Alternatives (YTD)
RQEIX is at 7.94% YTD. There are 39 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 50.00% | — | Sep 2019 | RQEIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.75% | — | Dec 2016 | RQEIX vs MOJOX | |
| Teberg Fund | 27.65% | — | Mar 2002 | RQEIX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | RQEIX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.18% | — | Jun 2020 | RQEIX vs CRDBX |
Lowest Volatility Alternatives to RQEIX
RQEIX has 9.34% 1-year volatility. There are 31 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | RQEIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | RQEIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | RQEIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.65% | — | Sep 2002 | RQEIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | RQEIX vs SFHYX |
Lowest Drawdown Alternatives to RQEIX
RQEIX has a 1-year max drawdown of -4.26%. There are 10 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 | -2.42% | — | Sep 2002 | RQEIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | RQEIX vs ASTIX |
Other Mutual Funds from RESQ Funds
The 1 most viewed RESQ Funds 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 | 14 | 1.97% | — | Dec 2013 | RQEIX vs RQIIX |
Often Compared With RQEIX
Investors most often compare RQEIX with VYM, PDX, ICSIX. 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