RQEAX

Active

RESQ Dynamic Allocation Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.62%
Annual Cost per $10K
$262.00
30-Year Fee Drag per $10K
$39,938
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+17.33%

Asset Allocation

US Equity
93%
Cash
7%

Fee Comparison

RQEAX
2.62%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

147% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+60.95%3Y
Compare to

Fee Impact Calculator

$
%
RQEAX at 2.62%$180,921
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$199,692
Cost vs index fund−$196,503

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

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RQEAXRESQ Dynamic Allocation Fund2.62%
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