Donoghue Forlines Tactical Allocation Fund (GTAIX) Alternatives
Donoghue Forlines Tactical Allocation Fund (GTAIX) 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 GTAIX. 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 GTAIX
GTAIX charges 1.20% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among GTAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | GTAIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | GTAIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | GTAIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | GTAIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | GTAIX vs GPIFX |
Best Risk-Adjusted Alternatives to GTAIX
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 | GTAIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | GTAIX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | GTAIX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | GTAIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | GTAIX vs MOJOX |
Top Performing GTAIX Alternatives (YTD)
GTAIX 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 | GTAIX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | GTAIX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | GTAIX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | GTAIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | GTAIX vs ABRZX |
Lowest Volatility Alternatives to GTAIX
GTAIX 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 | GTAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | GTAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | GTAIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | GTAIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | GTAIX vs SFHYX |
Lowest Drawdown Alternatives to GTAIX
GTAIX 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 | GTAIX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | GTAIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | GTAIX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | GTAIX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | GTAIX vs HFSAX |
Other Mutual Funds from Donoghue Forlines LLC
Most popular Donoghue Forlines LLC mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Donoghue Forlines Dividend Fund | Tactical Allocation | 69 | 5.35% | Nov 6, 2013 | GTAIX vs PWDIX | |
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 11 | -1.65% | Dec 26, 2017 | GTAIX vs FLOTX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 11 | -1.04% | Sep 13, 2010 | GTAIX vs PWRIX |
Compare GTAIX with Any Fund or Stock
Compare GTAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.