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 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | CLTAX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | CLTAX vs GOIIX | |
| 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 38. There are 62 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 | CLTAX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | CLTAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | CLTAX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | CLTAX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | CLTAX vs CRDBX |
Top Performing CLTAX Alternatives (YTD)
CLTAX is at 11.29% YTD. There are 20 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 | CLTAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | CLTAX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | CLTAX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | CLTAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | CLTAX vs ABRZX |
Lowest Volatility Alternatives to CLTAX
CLTAX has 15.82% 1-year volatility. There are 70 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 | CLTAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | CLTAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | CLTAX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | CLTAX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | CLTAX vs HFSAX |
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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | CLTAX vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | CLTAX vs HSTRX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 91 | 13.11% | — | Dec 1996 | CLTAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 9 | 0.09% | — | Jul 2014 | CLTAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 44 | 17.67% | — | Dec 2013 | CLTAX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 90 | 12.96% | — | Dec 2015 | CLTAX vs MBXAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 37 | 5.99% | — | May 2008 | CLTAX vs TRIFX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | 3.38% | — | May 2008 | CLTAX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 61 | 0.93% | — | Dec 2012 | CLTAX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 11 | 16.57% | — | Jul 2011 | CLTAX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 14 | 30.50% | — | Dec 2014 | CLTAX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 54 | 6.01% | — | Jul 2011 | CLTAX vs TRXAX |
Often Compared With CLTAX
Investors most often compare CLTAX with VUG, VIG, CPEAX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Growth ETF | Large Cap Growth Equities | 43 | 9.49% | 365.00B | Jan 2004 | CLTAX vs VUG | |
| Vanguard Dividend Appreciation ETF | Dividend | 56 | 7.57% | 124.70B | Apr 2006 | CLTAX vs VIG | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 50 | 25.92% | — | Dec 2011 | CLTAX vs CPEAX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | CLTAX vs UPAAX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | CLTAX vs PASAX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | CLTAX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | CLTAX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | CLTAX vs PAAIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 7.29% | — | May 2010 | CLTAX vs DRRIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | CLTAX vs GTAIX |
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