Catalyst/Lyons Tactical Allocation Fund (CLTAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CLTAX
CLTAX charges 1.53% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among CLTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | CLTAX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | CLTAX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | CLTAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | CLTAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | CLTAX vs GPIFX |
Best Risk-Adjusted Alternatives to CLTAX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | CLTAX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | CLTAX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | CLTAX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | CLTAX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | CLTAX vs MOJOX |
Top Performing CLTAX Alternatives (YTD)
CLTAX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | CLTAX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | CLTAX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | CLTAX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | CLTAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | CLTAX vs ABRZX |
Lowest Volatility Alternatives to CLTAX
CLTAX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | CLTAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | CLTAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | CLTAX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | CLTAX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | CLTAX vs SFHYX |
Lowest Drawdown Alternatives to CLTAX
CLTAX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | CLTAX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | CLTAX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | CLTAX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | CLTAX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | CLTAX vs HFSAX |
Other Mutual Funds from Catalyst Mutual Funds
Most popular Catalyst Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 69 | 8.00% | Dec 31, 1996 | CLTAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 3 | -17.98% | Jul 31, 2014 | CLTAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | CLTAX vs CLPAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | -3.01% | May 21, 2008 | CLTAX vs HIIFX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 67 | 7.93% | Dec 27, 2015 | CLTAX vs MBXAX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 6 | -15.16% | Jul 29, 2011 | CLTAX vs INSAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 14 | -2.98% | May 20, 2008 | CLTAX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 84 | -1.54% | Dec 30, 2012 | CLTAX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 40 | 35.24% | Dec 21, 2014 | CLTAX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 32 | -5.75% | Dec 22, 2011 | CLTAX vs CPEAX |
Often Compared With CLTAX
What investors most often compare with CLTAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | CLTAX vs VUG | |
| Vanguard Dividend Appreciation ETF | Dividend | 55 | -1.77% | Dec 19, 2013 | CLTAX vs VIG |
Compare CLTAX with Any Fund or Stock
Compare CLTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.