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
PWDIX	Donoghue Forlines Dividend Fund	Tactical Allocation	Nov 6, 2013	1.56%	6.20%	5.50%	1.90%	56
QAITX	Q3 All-Weather Tactical Fund	Tactical Allocation	Dec 29, 2019	1.36%	-6.83%	—	1.00%	8
QDSNX	AQR Diversifying Strategies Fund Class N	Tactical Allocation	Jun 8, 2020	3.30%	3.72%	—	1.92%	86
QEVOX	Quantified Evolution Plus Fund	Tactical Allocation	Sep 29, 2019	1.56%	39.30%	—	47.62%	44
QMLFX	Quantified Market Leaders Fund	Tactical Allocation	Aug 8, 2013	1.30%	-1.24%	8.35%	1.39%	17
QSTFX	Quantified STF Fund	Tactical Allocation	Nov 12, 2015	1.55%	-11.76%	13.98%	12.07%	18
RIV	RiverNorth Opportunities Fund	Tactical Allocation	—	2.07%	-0.57%	9.00%	13.49%	24
RQEIX	RESQ Dynamic Allocation Fund	Tactical Allocation	Dec 19, 2013	1.80%	-0.54%	4.95%	14.89%	55
SAAAX	SEI Institutional Managed Trust Multi-Asset Accumu...	Tactical Allocation	Apr 8, 2012	1.17%	3.76%	4.08%	2.86%	53
SAPEX	Spectrum Active Advantage Fund	Tactical Allocation	May 31, 2015	1.69%	-4.72%	4.71%	5.01%	42
SFHYX	Hundredfold Select Alternative Fund	Tactical Allocation	Aug 31, 2004	2.45%	-0.94%	7.43%	9.63%	87
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	Tactical Allocation	Apr 8, 2012	0.80%	0.64%	5.08%	4.90%	91
SIRIX	Sierra Tactical All Asset Fund	Tactical Allocation	Dec 23, 2007	1.70%	-0.85%	2.41%	2.75%	24
SMIDX	SMI Dynamic Allocation Fund	Tactical Allocation	Feb 27, 2013	1.19%	2.25%	6.07%	11.57%	85
TEBRX	Teberg Fund	Tactical Allocation	Mar 31, 2002	1.75%	0.28%	12.55%	0.12%	67
TFAQX	TFA Quantitative Fund	Tactical Allocation	May 17, 2020	1.98%	-5.76%	—	10.78%	20
TTIFX	Goldman Sachs TacticalTiltOverlayFund	Tactical Allocation	Jul 30, 2014	0.68%	0.37%	—	3.00%	72
UNAVX	USA Mutuals All Seasons Fund	Tactical Allocation	Oct 12, 2017	1.99%	-3.54%	—	2.62%	5
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	Oct 9, 2017	2.49%	-1.09%	—	0.06%	48
UTMAX	USAA Target Managed Allocation Fund	Tactical Allocation	Aug 6, 2015	0.69%	-0.87%	8.38%	6.93%	59

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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