RESQ Strategic Income Fund (RQIIX) 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 RQIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RQIIX
RQIIX charges 1.80% annually. There are 518 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 | RQIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RQIIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | RQIIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RQIIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | RQIIX vs VTMFX |
Best Risk-Adjusted Alternatives to RQIIX
RQIIX has a PortfoliosLab risk / return rank of 17. There are 517 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 | RQIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | RQIIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | RQIIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | RQIIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | RQIIX vs AOBLX |
Top Performing RQIIX Alternatives (YTD)
RQIIX is at 1.54% YTD. There are 523 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | RQIIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | RQIIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | RQIIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | RQIIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | RQIIX vs TIBIX |
Lowest Volatility Alternatives to RQIIX
RQIIX has 5.41% 1-year volatility. There are 69 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 | RQIIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | RQIIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | RQIIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RQIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | RQIIX vs CSTAX |
Lowest Drawdown Alternatives to RQIIX
RQIIX has a 1-year max drawdown of -3.65%. There are 36 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 | RQIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RQIIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RQIIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RQIIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RQIIX vs CSTAX |
Other Mutual Funds from RESQ Funds
The 1 most viewed RESQ Funds mutual funds shown here include RQEIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RESQ Dynamic Allocation Fund | Tactical Allocation | 86 | 7.33% | — | Dec 2013 | RQIIX vs RQEIX |
Often Compared With RQIIX
Investors most often compare RQIIX with RQI, SCHD, MEGI. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RQIIX with Any Fund or Stock
Compare RQIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RQIIX with funds that move differently
RESQ Strategic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RQIIX.
Explore RQIIX Diversifiers