ATAC Rotation Fund (ATACX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATACX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATACX
ATACX charges 1.74% annually. There are 60 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ATACX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ATACX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | ATACX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | ATACX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | ATACX vs GPIFX |
Best Risk-Adjusted Alternatives to ATACX
ATACX has a PortfoliosLab risk / return rank of 13. There are 75 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | ATACX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | ATACX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | ATACX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | ATACX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | ATACX vs PASAX |
Top Performing ATACX Alternatives (YTD)
ATACX is at 9.90% YTD. There are 17 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | ATACX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | ATACX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | ATACX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | ATACX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | ATACX vs CRDBX |
Lowest Volatility Alternatives to ATACX
ATACX has 18.88% 1-year volatility. There are 73 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | ATACX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | ATACX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | ATACX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | ATACX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | ATACX vs HSTRX |
Lowest Drawdown Alternatives to ATACX
ATACX has a 1-year max drawdown of -10.57%. There are 68 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | ATACX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | ATACX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | ATACX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | ATACX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | ATACX vs ASTIX |
Often Compared With ATACX
Investors most often compare ATACX with SPY, PBAIX, ABRYX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ATACX with Any Fund or Stock
Compare ATACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATACX with funds that move differently
ATAC Rotation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATACX.
Explore ATACX Diversifiers