Cargile Fund (CFNDX) 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 CFNDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFNDX
CFNDX charges 1.52% annually. There are 47 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 | CFNDX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | CFNDX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | CFNDX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | CFNDX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | CFNDX vs GPIFX |
Best Risk-Adjusted Alternatives to CFNDX
CFNDX has a PortfoliosLab risk / return rank of 51. There are 36 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 92 | — | Oct 2009 | CFNDX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | CFNDX vs GTAIX | |
| Potomac Defensive Bull Fund | 90 | — | Jun 2020 | CFNDX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 89 | — | Dec 2016 | CFNDX vs MOJOX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 89 | — | Apr 2012 | CFNDX vs SIOAX |
Top Performing CFNDX Alternatives (YTD)
CFNDX is at 7.83% YTD. There are 26 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.27% | — | Sep 2019 | CFNDX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.03% | — | Dec 2016 | CFNDX vs MOJOX | |
| Teberg Fund | 28.07% | — | Mar 2002 | CFNDX vs TEBRX | |
| Quantified STF Fund | 25.47% | — | Nov 2015 | CFNDX vs QSTFX | |
| Potomac Defensive Bull Fund | 17.02% | — | Jun 2020 | CFNDX vs CRDBX |
Lowest Volatility Alternatives to CFNDX
CFNDX has 9.39% 1-year volatility. There are 34 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 | CFNDX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | CFNDX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | CFNDX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.78% | — | Aug 2004 | CFNDX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.79% | — | — | CFNDX vs HFSAX |
Lowest Drawdown Alternatives to CFNDX
CFNDX has a 1-year max drawdown of -7.72%. There are 49 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 | CFNDX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | CFNDX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | CFNDX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | CFNDX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | CFNDX vs HSTRX |
Often Compared With CFNDX
Investors most often compare CFNDX with VOO, MOOD, UPAAX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | 8.08% | 1.70T | Sep 2010 | CFNDX vs VOO | |
| Relative Sentiment Tactical Allocation ETF | Tactical Allocation | 70 | 12.13% | 110.78M | May 2022 | CFNDX vs MOOD | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | CFNDX vs UPAAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 87 | 6.56% | — | Dec 2013 | CFNDX vs RQEIX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 86 | 16.30% | — | Jun 2009 | CFNDX vs ABRZX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 86 | 16.41% | — | Jun 2009 | CFNDX vs ABRYX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 89 | 8.25% | — | Apr 2008 | CFNDX vs PASAX | |
| PIMCO All Asset Fund | Tactical Allocation | 88 | 8.43% | — | Nov 2002 | CFNDX vs PAAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 6 | 16.22% | — | Feb 2019 | CFNDX vs PDX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 81 | 9.30% | — | Jun 1993 | CFNDX vs PBAIX | |
| Quantified Market Leaders Fund | Tactical Allocation | 45 | 16.08% | — | Aug 2013 | CFNDX vs QMLFX |
Compare CFNDX with Any Fund or Stock
Compare CFNDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFNDX with funds that move differently
Cargile Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFNDX.
Explore CFNDX Diversifiers