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
HCYIX	Hilton Tactical Income Fund Institutional Class	Tactical Allocation	Sep 16, 2013	0.87%	5.49%	—	3.12%
HFSAX	Hundredfold Select Alternative Fund Investor Class	Tactical Allocation	—	1.75%	-0.04%	7.02%	5.15%
HSAFX	Hussman Strategic Allocation Fund	Tactical Allocation	Aug 26, 2019	1.25%	0.89%	—	1.69%
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	Sep 11, 2002	0.75%	2.18%	3.39%	2.42%
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	Sep 8, 2015	1.40%	7.77%	—	1.79%
ICSIX	Dynamic U.S. Opportunity Fund	Tactical Allocation	Dec 29, 2011	1.24%	4.80%	8.38%	0.92%
IMSIX	IMS Strategic Income Fund	Tactical Allocation	Nov 4, 2002	1.95%	-0.48%	-3.14%	6.28%
IPSHX	Pinnacle Sherman Multi-Strategy Core Fund	Tactical Allocation	Sep 30, 2015	1.24%	6.46%	—	0.00%
JHAIX	JHancock Multi-Asset Absolute Return Fund	Tactical Allocation	Dec 18, 2011	1.26%	-0.10%	2.30%	0.00%
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	Mar 25, 2008	1.02%	5.96%	4.33%	2.87%
LCORX	Leuthold Core Investment Fund	Tactical Allocation	Nov 19, 1995	1.16%	5.45%	6.16%	5.41%
LIONX	Issachar Fund	Tactical Allocation	Feb 27, 2014	1.90%	4.30%	2.07%	0.36%
LRRIX	Franklin Strategic Real Return Fund	Tactical Allocation	Feb 25, 2010	1.06%	2.78%	1.76%	103.16%
MDCEX	Matisse Discounted Closed-End Fund Strategy	Tactical Allocation	Oct 30, 2012	1.25%	7.46%	8.85%	8.28%
MGINX	DWS Global Macro Fund	Tactical Allocation	May 14, 1995	0.79%	3.64%	4.31%	1.73%
MOJOX	Donoghue Forlines Momentum Fund	Tactical Allocation	Dec 22, 2016	2.00%	17.72%	—	0.00%
MQRIX	ACR Multi-Strategy Quality Return (MQR) Fund	Tactical Allocation	Dec 30, 2014	1.27%	14.47%	—	1.73%
NAVFX	Sector Rotation Fund	Tactical Allocation	Dec 30, 2009	1.97%	9.67%	8.71%	1.51%
NFDIX	Newfound Risk Managed U.S. Growth Fund	Tactical Allocation	Jun 1, 2015	1.27%	—	—	—
PAAIX	PIMCO All Asset Fund	Tactical Allocation	Nov 5, 2002	1.40%	2.47%	4.07%	3.80%

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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