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 46 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 | CFNDX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | CFNDX vs GOIIX | |
| 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 57. There are 39 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | CFNDX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | CFNDX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | CFNDX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | CFNDX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | CFNDX vs CRDBX |
Top Performing CFNDX Alternatives (YTD)
CFNDX is at 9.25% YTD. There are 32 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | CFNDX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | CFNDX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | CFNDX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | CFNDX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | CFNDX vs ABRZX |
Lowest Volatility Alternatives to CFNDX
CFNDX has 8.69% 1-year volatility. There are 32 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | CFNDX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | CFNDX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | CFNDX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | CFNDX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | CFNDX vs HFSAX |
Lowest Drawdown Alternatives to CFNDX
CFNDX has a 1-year max drawdown of -7.72%. There are 50 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 8 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 | 70 | 10.91% | 1.60T | Sep 2010 | CFNDX vs VOO | |
| Relative Sentiment Tactical Allocation ETF | Tactical Allocation | 72 | 14.40% | 110.78M | May 2022 | CFNDX vs MOOD | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | CFNDX vs UPAAX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | CFNDX vs PASAX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | CFNDX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | CFNDX vs PAAIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | CFNDX vs PBAIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | CFNDX vs GTAIX |
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