Catalyst/Lyons Tactical Allocation Fund (CLTAX) 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 CLTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CLTAX
CLTAX charges 1.53% annually. There are 48 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 | CLTAX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | CLTAX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | CLTAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | CLTAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | CLTAX vs GPIFX |
Best Risk-Adjusted Alternatives to CLTAX
CLTAX has a PortfoliosLab risk / return rank of 42. There are 53 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | CLTAX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | CLTAX vs ABRYX | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | CLTAX vs ASTIX | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | CLTAX vs PAAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | CLTAX vs ABRZX |
Top Performing CLTAX Alternatives (YTD)
CLTAX is at 13.44% YTD. There are 14 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.00% | — | Sep 2019 | CLTAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.31% | — | Dec 2016 | CLTAX vs MOJOX | |
| Teberg Fund | 25.67% | — | Mar 2002 | CLTAX vs TEBRX | |
| Quantified STF Fund | 22.82% | — | Nov 2015 | CLTAX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.10% | — | Jun 2020 | CLTAX vs CRDBX |
Lowest Volatility Alternatives to CLTAX
CLTAX has 16.57% 1-year volatility. There are 69 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | CLTAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.72% | — | Apr 2012 | CLTAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | CLTAX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | CLTAX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | CLTAX vs SFHYX |
Lowest Drawdown Alternatives to CLTAX
CLTAX has a 1-year max drawdown of -10.91%. There are 71 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 | CLTAX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | CLTAX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | CLTAX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | CLTAX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | CLTAX vs ASTIX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 89 | 13.65% | — | Dec 1996 | CLTAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | -0.10% | — | Jul 2014 | CLTAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 23 | 10.99% | — | Dec 2013 | CLTAX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 88 | 13.48% | — | Dec 2015 | CLTAX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 78 | 3.78% | — | May 2008 | CLTAX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 18 | 4.61% | — | May 2008 | CLTAX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 62 | 1.17% | — | Dec 2012 | CLTAX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 14.75% | — | Jul 2011 | CLTAX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 16 | 33.51% | — | Dec 2014 | CLTAX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 34 | 19.76% | — | Dec 2011 | CLTAX vs CPEAX |
Often Compared With CLTAX
Investors most often compare CLTAX with VUG, VIG, UPAAX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CLTAX with Any Fund or Stock
Compare CLTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CLTAX with funds that move differently
Catalyst/Lyons Tactical Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLTAX.
Explore CLTAX Diversifiers