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 a closer substitute for your current allocation.
Cheapest Alternatives to GTAIX
GTAIX charges 1.20% annually. There are 28 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 | GTAIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | GTAIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | GTAIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | GTAIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | GTAIX vs GPIFX |
Best Risk-Adjusted Alternatives to GTAIX
GTAIX has a PortfoliosLab risk / return rank of 91. There are 3 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | GTAIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | GTAIX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | GTAIX vs MOJOX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | GTAIX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | 91 | — | Jun 2009 | GTAIX vs ABRYX |
Top Performing GTAIX Alternatives (YTD)
GTAIX is at 14.74% YTD. There are 12 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 50.00% | — | Sep 2019 | GTAIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.75% | — | Dec 2016 | GTAIX vs MOJOX | |
| Teberg Fund | 27.65% | — | Mar 2002 | GTAIX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | GTAIX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.18% | — | Jun 2020 | GTAIX vs CRDBX |
Lowest Volatility Alternatives to GTAIX
GTAIX has 8.87% 1-year volatility. There are 28 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 | GTAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | GTAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | GTAIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.65% | — | Sep 2002 | GTAIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | GTAIX vs SFHYX |
Lowest Drawdown Alternatives to GTAIX
GTAIX has a 1-year max drawdown of -4.51%. There are 12 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 | GTAIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | GTAIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | GTAIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | GTAIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | GTAIX vs ASTIX |
Other Mutual Funds from Donoghue Forlines LLC
The 3 most viewed Donoghue Forlines LLC mutual funds shown here include FLOTX, PWRIX, PWDIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 35 | -0.16% | — | Dec 2017 | GTAIX vs FLOTX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 17 | 0.30% | — | Sep 2010 | GTAIX vs PWRIX | |
| Donoghue Forlines Dividend Fund | Tactical Allocation | 83 | 15.34% | — | Nov 2013 | GTAIX vs PWDIX |
Often Compared With GTAIX
Investors most often compare GTAIX with ABRZX, SAAAX, GPTUX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare GTAIX with Any Fund or Stock
Compare GTAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GTAIX with funds that move differently
Donoghue Forlines Tactical Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GTAIX.
Explore GTAIX Diversifiers