GuidePath Tactical Allocation Fund (GPTUX) 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 GPTUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GPTUX
GPTUX charges 0.79% annually. There are 11 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 | GPTUX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | GPTUX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | GPTUX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | GPTUX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | GPTUX vs GPIFX |
Best Risk-Adjusted Alternatives to GPTUX
GPTUX has a PortfoliosLab risk / return rank of 35. There are 62 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | GPTUX vs CRDBX | |
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | GPTUX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | GPTUX vs GTAIX | |
| Teberg Fund | 91 | — | Mar 2002 | GPTUX vs TEBRX | |
| Donoghue Forlines Momentum Fund | 91 | — | Dec 2016 | GPTUX vs MOJOX |
Top Performing GPTUX Alternatives (YTD)
GPTUX is at 7.41% YTD. There are 45 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 51.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 51.74% | — | Sep 2019 | GPTUX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.68% | — | Dec 2016 | GPTUX vs MOJOX | |
| Teberg Fund | 31.92% | — | Mar 2002 | GPTUX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | GPTUX vs QSTFX | |
| Quantified Market Leaders Fund | 20.58% | — | Aug 2013 | GPTUX vs QMLFX |
Lowest Volatility Alternatives to GPTUX
GPTUX has 12.94% 1-year volatility. There are 59 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 | GPTUX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | GPTUX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | GPTUX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | GPTUX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.74% | — | — | GPTUX vs HFSAX |
Lowest Drawdown Alternatives to GPTUX
GPTUX has a 1-year max drawdown of -8.31%. There are 56 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 | GPTUX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | GPTUX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | GPTUX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | GPTUX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | GPTUX vs HSTRX |
Other Mutual Funds from GuideMark
The 7 most viewed GuideMark mutual funds shown here include GPTCX, GMLGX, GMWEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuidePath Conservative Allocation Fund | Diversified Portfolio | 59 | 5.08% | — | Apr 2011 | GPTUX vs GPTCX | |
| GuideMark Large Cap Core Fund | Large Cap Blend Equities | 43 | 6.82% | — | Jun 2001 | GPTUX vs GMLGX | |
| GuideMark World ex-US Fund | Foreign Large Cap Equities | 35 | 8.00% | — | Jun 2001 | GPTUX vs GMWEX | |
| GuideMark Small/Mid Cap Core Fund | Small Cap Blend Equities | 56 | 18.39% | — | Jun 2001 | GPTUX vs GMSMX | |
| GuideMark Emerging Markets Fund | Emerging Markets Diversified | 79 | 29.70% | — | Jun 2001 | GPTUX vs GMLVX | |
| GuidePath Growth Allocation Fund | Global Equities | 57 | 11.67% | — | Apr 2011 | GPTUX vs GPSTX | |
| GuideMark Core Fixed Income Fund | Intermediate Core Bond | 17 | 0.00% | — | Jun 2001 | GPTUX vs GMCOX |
Often Compared With GPTUX
Investors most often compare GPTUX with SPY, PASAX, RQEIX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 68 | 9.74% | 765.27B | Jan 1993 | GPTUX vs SPY | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 87 | 8.43% | — | Apr 2008 | GPTUX vs PASAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 90 | 8.84% | — | Dec 2013 | GPTUX vs RQEIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | GPTUX vs UPAAX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 90 | 18.31% | — | Jun 2009 | GPTUX vs ABRYX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 75 | 9.74% | — | Jun 1993 | GPTUX vs PBAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 89 | 18.14% | — | Jun 2009 | GPTUX vs ABRZX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.17% | — | Feb 2019 | GPTUX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.60% | — | Nov 2002 | GPTUX vs PAAIX |
Compare GPTUX with Any Fund or Stock
Compare GPTUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GPTUX with funds that move differently
GuidePath Tactical Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GPTUX.
Explore GPTUX Diversifiers