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
- 81
- Avg. Expense Ratio
- 1.43%
- Avg. Yield
- 6.43%
- Avg. 1 Year Return
- 20.79%
- Median Risk/Return Score
- 58 / 100
The Best Tactical Allocation Mutual Funds
79 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 (96) 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 |
|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 96 | — | Oct 2009 | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | |
| RESQ Dynamic Allocation Fund | 93 | — | Dec 2013 | |
| Teberg Fund | 91 | — | Mar 2002 |
Best-Performing Tactical Allocation Mutual funds Over 5 Years
The top Tactical Allocation Mutual funds is PDX (22.37%).
Across the lineup, Tactical Allocation Mutual funds show an average 1-year return of 20.79% and an average 5-year return of 5.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | 22.37% | — | Feb 2019 | |
| Teberg Fund | 16.17% | — | Mar 2002 | |
| Potomac Defensive Bull Fund | 15.61% | — | Jun 2020 | |
| Donoghue Forlines Momentum Fund | 14.68% | — | Dec 2016 | |
| Meeder Muirfield Fund | 13.49% | — | 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 (43.08%).
Across the lineup, Tactical Allocation Mutual funds show an average dividend yield of 6.43%, 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 | 43.08% | — | Sep 2019 | |
| PIMCO Dynamic Income Strategy Fund | 21.51% | — | Feb 2019 | |
| Donoghue Forlines Momentum Fund | 19.57% | — | Dec 2016 | |
| Dynamic U.S. Opportunity Fund | 17.92% | — | Dec 2011 | |
| Virtus Tactical Allocation Fund Class I | 16.11% | — | Jan 2019 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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