The Best Macro Trading Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Macro Trading mutual funds.
- Number of Funds
- 17
- Avg. Expense Ratio
- 1.61%
- Avg. Yield
- 3.84%
- Avg. 1 Year Return
- 11.09%
- Median Risk/Return Score
- 41 / 100
The Best Macro Trading Mutual Funds
17 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Macro Trading Mutual funds by Risk/Return Score
The top Macro Trading Mutual funds by PortfoliosLab Risk/Return Score are EGRAX (98) and MBXAX (90).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 98 | — | Dec 2012 | |
| Catalyst/Millburn Hedge Strategy Fund | 90 | — | Dec 2015 | |
| BlackRock Tactical Opportunities Fund | 81 | — | Dec 1988 | |
| Standpoint Multi-Asset Fund Investor Class | 80 | — | Dec 2019 | |
| OnTrack Core Fund | 79 | — | Jan 2013 |
Best-Performing Macro Trading Mutual funds Over 5 Years
The top Macro Trading Mutual funds is EGRAX (8.86%).
Across the lineup, Macro Trading Mutual funds show an average 1-year return of 11.09% and an average 5-year return of 5.33%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 8.86% | — | Dec 2012 | |
| Campbell Systematic Macro Fund Class I Shares | 8.60% | — | Mar 2013 | |
| Standpoint Multi-Asset Fund Investor Class | 8.45% | — | Dec 2019 | |
| Campbell Systematic Macro Fund Class A Shares | 8.33% | — | Mar 2013 | |
| BlackRock Tactical Opportunities Fund | 7.30% | — | Dec 1988 |
Lowest-Cost Macro Trading Mutual funds
The top Macro Trading Mutual funds is CGFIX (0.78%).
With an average expense ratio of 1.61%, Macro Trading Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | — | Oct 1990 | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | — | Jul 2015 | |
| MFS Global Alternative Strategy Fund | 1.05% | — | Dec 2007 | |
| BlackRock Tactical Opportunities Fund | 1.08% | — | Dec 1988 | |
| AQR Macro Opportunities Fund | 1.20% | — | Apr 2014 |
Highest-Yield Macro Trading Mutual funds
The top Macro Trading Mutual funds is OTRFX (12.40%).
Across the lineup, Macro Trading Mutual funds show an average dividend yield of 3.84%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| OnTrack Core Fund | 12.40% | — | Jan 2013 | |
| Dunham Dynamic Macro Fund | 11.48% | — | Apr 2010 | |
| Fulcrum Diversified Absolute Return Fund | 6.95% | — | Jul 2015 | |
| Dynamic Alpha Macro Fund Institutional | 6.58% | — | Jul 2023 | |
| Eaton Vance Global Macro Absolute Return Advantage... | 6.22% | — | Dec 2012 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 501 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 428 Mutual fundsLarge Cap Blend Equities · 416 Mutual fundsLarge Cap Value Equities · 332 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 105 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 95 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
EBSIX vs. QDSIXEBSIX vs. MBXIXEBSIX vs. AMFAXEBSIX vs. GQEPXEBSIX vs. AHTPXREMIX vs. BLNDXREMIX vs. MAFIXREMIX vs. TRTYREMIX vs. SPYREMIX vs. DBMFQGMIX vs. AQMIXQGMIX vs. ADAIXQGMIX vs. CGFIXQGMIX vs. JMSIXQGMIX vs. QMNNXRDMIX vs. RSSTRDMIX vs. PRPFXRDMIX vs. HRSTXRDMIX vs. EGRAXRDMIX vs. RSBTDVRIX vs. BILDVRIX vs. AQMIXDVRIX vs. FARYXDVRIX vs. HFGMDVRIX vs. DNAVXOTRFX vs. QEVOXOTRFX vs. KAMIXOTRFX vs. QBDSXOTRFX vs. SFHYXOTRFX vs. VOOMBXAX vs. SPYMBXAX vs. ATRFXMBXAX vs. AIVSXMBXAX vs. AIQMBXAX vs. FARYXDYMIX vs. GPAIXDYMIX vs. EBSAXDYMIX vs. EGRAXDYMIX vs. MBXIXDYMIX vs. MRFOXQALTX vs. QSPMXQALTX vs. KAMIXQALTX vs. QEVOXQALTX vs. EBSAXQALTX vs. EGRAXPCBAX vs. CGFIXPCBAX vs. FARYXPCBAX vs. GPAIXPCBAX vs. FTBFXPCBAX vs. DNAVX