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 59 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ATACX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ATACX vs GOIIX | |
| 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 25. There are 69 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | ATACX vs CRDBX | |
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | ATACX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | ATACX vs GTAIX | |
| Teberg Fund | 91 | — | Mar 2002 | ATACX vs TEBRX | |
| Donoghue Forlines Momentum Fund | 91 | — | Dec 2016 | ATACX vs MOJOX |
Top Performing ATACX Alternatives (YTD)
ATACX is at 13.87% YTD. There are 11 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 51.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 51.74% | — | Sep 2019 | ATACX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.68% | — | Dec 2016 | ATACX vs MOJOX | |
| Teberg Fund | 31.92% | — | Mar 2002 | ATACX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | ATACX vs QSTFX | |
| Quantified Market Leaders Fund | 20.58% | — | Aug 2013 | ATACX vs QMLFX |
Lowest Volatility Alternatives to ATACX
ATACX has 19.73% 1-year volatility. There are 73 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | ATACX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | ATACX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | ATACX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | ATACX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.74% | — | — | ATACX vs HFSAX |
Lowest Drawdown Alternatives to ATACX
ATACX has a 1-year max drawdown of -10.57%. There are 69 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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | ATACX vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | ATACX vs HSTRX |
Often Compared With ATACX
Investors most often compare ATACX with SPY, PBAIX, ABRYX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 68 | 9.74% | 765.27B | Jan 1993 | ATACX vs SPY | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 75 | 9.74% | — | Jun 1993 | ATACX vs PBAIX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 90 | 18.31% | — | Jun 2009 | ATACX vs ABRYX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.17% | — | Feb 2019 | ATACX vs PDX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 89 | 18.14% | — | Jun 2009 | ATACX vs ABRZX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 6.09% | — | May 2010 | ATACX vs DRRIX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 90 | 8.84% | — | Dec 2013 | ATACX vs RQEIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | ATACX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.60% | — | Nov 2002 | ATACX vs PAAIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 87 | 8.43% | — | Apr 2008 | ATACX vs PASAX |
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