The Best Tactical Allocation Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 85 Tactical Allocation mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Tactical Allocation

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CRDBX	Conquer Risk Defensive Bull Fund	Tactical Allocation	Jun 30, 2020	1.24%	6.97%	—	9.27%
CRTBX	Conquer Risk Tactical Rotation Fund	Tactical Allocation	Jun 30, 2020	1.58%	2.25%	—	1.01%
CRTOX	Conquer Risk Tactical Opportunities Fund	Tactical Allocation	Jun 30, 2020	1.63%	-0.21%	—	0.67%
DMLIX	DoubleLine Multi-Asset Growth Fund	Tactical Allocation	Dec 19, 2010	1.07%	—	—	—
DRRIX	BNY Mellon Global Real Return Fund - Class I	Tactical Allocation	May 12, 2010	0.95%	3.75%	3.62%	0.14%
DWAFX	Arrow DWA Tactical: Balanced Fund	Tactical Allocation	Aug 6, 2006	1.84%	5.09%	2.59%	4.23%
DWTFX	Arrow DWA Tactical: Macro Fund	Tactical Allocation	May 29, 2008	1.69%	1.90%	4.78%	1.31%
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	Sep 29, 2011	0.93%	0.22%	3.32%	2.57%
ETFOX	North Square Tactical Growth Fund	Tactical Allocation	Apr 29, 2004	1.30%	3.11%	5.96%	0.95%
ETFRX	North Square Tactical Defensive Fund	Tactical Allocation	Sep 14, 2006	1.86%	3.07%	4.60%	0.00%
FLDFX	Meeder Balanced Fund	Tactical Allocation	Jan 30, 2006	1.39%	3.14%	4.32%	1.53%
FLMFX	Meeder Muirfield Fund	Tactical Allocation	Aug 9, 1988	1.20%	5.60%	6.58%	2.70%
GAGCX	The Gabelli Global Rising Income and Dividend Fund	Tactical Allocation	Feb 2, 1994	0.90%	-1.09%	4.57%	2.41%
GAVIX	KL Allocation Fund	Tactical Allocation	Sep 29, 2010	1.25%	5.22%	3.77%	2.53%
GIPIX	Goldman Sachs Balanced Strategy Portfolio	Tactical Allocation	Jan 1, 1998	0.19%	0.69%	4.10%	2.16%
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	Tactical Allocation	Jan 1, 1998	0.19%	2.23%	5.57%	1.94%
GPIFX	GuidePath Flexible Income Allocation Fund	Tactical Allocation	Aug 30, 2012	0.50%	-0.47%	2.02%	5.10%
GPTUX	GuidePath Tactical Allocation Fund	Tactical Allocation	Apr 28, 2011	0.79%	5.33%	5.80%	1.18%
GTAIX	Donoghue Forlines Tactical Allocation Fund	Tactical Allocation	Apr 5, 2018	1.20%	1.09%	—	2.89%
HCYAX	Hilton Tactical Income Fund	Tactical Allocation	Sep 15, 2013	1.12%	2.11%	3.92%	2.73%

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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