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
- 6.75%
- Avg. 1 Year Return
- 17.56%
- Median Risk/Return Score
- 47 / 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 ASTIX (92) and MOJOX (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 |
|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 92 | — | Oct 2009 | |
| Donoghue Forlines Momentum Fund | 90 | — | Dec 2016 | |
| Donoghue Forlines Tactical Allocation Fund | 90 | — | Apr 2018 | |
| Hussman Strategic Total Return Fund | 90 | — | Sep 2002 | |
| Potomac Defensive Bull Fund | 90 | — | Jun 2020 |
Best-Performing Tactical Allocation Mutual funds Over 5 Years
The top Tactical Allocation Mutual funds is PDX (21.79%).
Across the lineup, Tactical Allocation Mutual funds show an average 1-year return of 17.56% and an average 5-year return of 5.57%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | 21.79% | — | Feb 2019 | |
| Teberg Fund | 15.89% | — | Mar 2002 | |
| Potomac Defensive Bull Fund | 15.31% | — | Jun 2020 | |
| Donoghue Forlines Momentum Fund | 14.89% | — | Dec 2016 | |
| Meeder Muirfield Fund | 12.87% | — | 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 (45.66%).
Across the lineup, Tactical Allocation Mutual funds show an average dividend yield of 6.75%, 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 | 45.66% | — | Sep 2019 | |
| PIMCO Dynamic Income Strategy Fund | 21.88% | — | Feb 2019 | |
| BlackRock ESG Capital Allocation Term Trust | 21.81% | — | Sep 2021 | |
| Donoghue Forlines Momentum Fund | 19.30% | — | Dec 2016 | |
| Dynamic U.S. Opportunity Fund | 18.29% | — | Dec 2011 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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