The Best Tactical Allocation Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Tactical Allocation mutual funds.
- Number of Funds
- 82
- Avg. Expense Ratio
- 1.43%
- Avg. Yield
- 6.70%
- Avg. 1 Year Return
- 17.10%
- Median Risk/Return Score
- 52 / 100
The Best Tactical Allocation Mutual Funds
80 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 Tactical Allocation Mutual funds by Risk/Return Score
The top Tactical Allocation Mutual funds by PortfoliosLab Risk/Return Score are HSTRX (94) and ABRYX (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 |
Best-Performing Tactical Allocation Mutual funds Over 5 Years
The top Tactical Allocation Mutual funds is PDX (23.96%).
Across the lineup, Tactical Allocation Mutual funds show an average 1-year return of 17.10% and an average 5-year return of 5.95%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | 23.96% | — | Feb 2019 | |
| Potomac Defensive Bull Fund | 15.90% | — | Jun 2020 | |
| Teberg Fund | 15.82% | — | Mar 2002 | |
| Donoghue Forlines Momentum Fund | 15.35% | — | Dec 2016 | |
| Meeder Muirfield Fund | 13.48% | — | Aug 1988 |
Lowest-Cost Tactical Allocation Mutual funds
The top Tactical Allocation Mutual funds is GOIIX (0.19%).
With an average expense ratio of 1.43%, Tactical Allocation 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 |
|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 |
Highest-Yield Tactical Allocation Mutual funds
The top Tactical Allocation Mutual funds is QEVOX (44.52%).
Across the lineup, Tactical Allocation Mutual funds show an average dividend yield of 6.70%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 44.52% | — | Sep 2019 | |
| PIMCO Dynamic Income Strategy Fund | 21.86% | — | Feb 2019 | |
| BlackRock ESG Capital Allocation Term Trust | 21.45% | — | Sep 2021 | |
| Donoghue Forlines Momentum Fund | 19.26% | — | Dec 2016 | |
| Dynamic U.S. Opportunity Fund | 17.96% | — | Dec 2011 |
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 fundsTechnology Equities · 80 Mutual fundsNontraditional Bonds · 76 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
ECAT vs. BCATECAT vs. BGTECAT vs. JQCECAT vs. CIIECAT vs. QQQAQRIX vs. QSPIXAQRIX vs. SPYAQRIX vs. QLEIXAQRIX vs. SPMOAQRIX vs. AUEIXQDSNX vs. DBMFQDSNX vs. QLENXQDSNX vs. QCFNXQDSNX vs. SPYQDSNX vs. BAMBXCRDBX vs. SPYCRDBX vs. SFLRCRDBX vs. VOOCRDBX vs. MRSKCRDBX vs. CRTBXHSTRX vs. LSYIXHSTRX vs. LCORXHSTRX vs. HSGFXHSTRX vs. PRPFXHSTRX vs. QQQPDX vs. ADXPDX vs. VOOPDX vs. ARCCPDX vs. QDVOPDX vs. SPYEIRAX vs. EEIRAX vs. EAIIXEIRAX vs. GPIXEIRAX vs. ECHIXEIRAX vs. EIBLXPAAIX vs. SVSPXPAAIX vs. FPACXPAAIX vs. VSMGXPAAIX vs. VFIAXPAAIX vs. NEFRXAAANX vs. HUSVAAANX vs. VASGXAAANX vs. VTSAXAAANX vs. FNILXAAANX vs. VGTAHTPX vs. MAFIXAHTPX vs. QDSIXAHTPX vs. EBSIXAHTPX vs. RSBTAHTPX vs. CAOS