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.

Category is Tactical Allocation

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	Sep 11, 2002	0.75%	3.14%	5.53%	1.98%	97
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	Sep 8, 2015	1.40%	-1.74%	6.25%	0.00%	39
ICSIX	Dynamic U.S. Opportunity Fund	Tactical Allocation	Dec 29, 2011	1.24%	-2.08%	10.20%	19.54%	45
IMSIX	IMS Strategic Income Fund	Tactical Allocation	Nov 4, 2002	1.95%	-1.03%	1.79%	8.72%	17
IPSHX	Pinnacle Sherman Multi-Strategy Core Fund	Tactical Allocation	Sep 30, 2015	1.24%	4.14%	6.59%	3.19%	75
JHAIX	JHancock Multi-Asset Absolute Return Fund	Tactical Allocation	Dec 18, 2011	1.26%	-2.88%	2.64%	0.00%	4
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	Mar 25, 2008	1.02%	-0.69%	6.39%	14.68%	45
LCORX	Leuthold Core Investment Fund	Tactical Allocation	Nov 19, 1995	1.16%	1.15%	7.45%	7.86%	84
MDCEX	Matisse Discounted Closed-End Fund Strategy	Tactical Allocation	Oct 30, 2012	1.25%	-2.36%	10.46%	11.86%	76
MGINX	DWS Global Macro Fund	Tactical Allocation	May 14, 1995	0.79%	0.97%	5.96%	2.24%	74
MOJOX	Donoghue Forlines Momentum Fund	Tactical Allocation	Dec 22, 2016	2.00%	17.35%	—	22.86%	93
NAVFX	Sector Rotation Fund	Tactical Allocation	Dec 30, 2009	1.97%	-2.62%	10.21%	2.27%	35
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund	Tactical Allocation	Sep 27, 2016	—	1.29%	—	14.27%	26
PAAIX	PIMCO All Asset Fund	Tactical Allocation	Nov 5, 2002	1.40%	4.13%	6.83%	7.49%	90
PASAX	PIMCO All Asset Fund Class A	Tactical Allocation	Apr 30, 2008	2.24%	3.95%	6.36%	7.10%	88
PAUIX	PIMCO All Asset All Authority Fund	Tactical Allocation	Oct 30, 2003	0.21%	3.51%	4.74%	6.97%	85
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	Jun 1, 1993	0.77%	4.30%	5.46%	0.00%	76
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	Feb 1, 2019	2.31%	14.84%	—	21.62%	8
PFTEX	PFG Meeder Tactical Strategy Fund	Tactical Allocation	Dec 10, 2017	2.05%	-1.13%	—	9.56%	50
PMYRX	Pioneer Flexible Opportunities Fund	Tactical Allocation	May 2, 2010	0.90%	-0.90%	7.64%	9.37%	63

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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