Hilton Tactical Income Fund (HCYAX) 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 HCYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HCYAX
HCYAX charges 1.12% annually. There are 22 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 Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | HCYAX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | HCYAX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | HCYAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | HCYAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | HCYAX vs GPIFX |
Best Risk-Adjusted Alternatives to HCYAX
HCYAX has a PortfoliosLab risk / return rank of 38. There are 63 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | HCYAX vs RQEIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | HCYAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | HCYAX vs ABRZX | |
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | HCYAX vs CRDBX | |
| AQR Diversifying Strategies Fund Class N | 93 | — | Jun 2020 | HCYAX vs QDSNX |
Top Performing HCYAX Alternatives (YTD)
HCYAX is at 2.19% YTD. There are 68 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 54.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 54.73% | — | Sep 2019 | HCYAX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 34.70% | — | Dec 2016 | HCYAX vs MOJOX | |
| Teberg Fund | 26.95% | — | Mar 2002 | HCYAX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 20.33% | — | Jun 2009 | HCYAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 20.22% | — | Jun 2009 | HCYAX vs ABRZX |
Lowest Volatility Alternatives to HCYAX
HCYAX has 5.32% 1-year volatility. There are 10 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 | HCYAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.59% | — | Apr 2012 | HCYAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.75% | — | Jul 2014 | HCYAX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.54% | — | — | HCYAX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.54% | — | Aug 2004 | HCYAX vs SFHYX |
Lowest Drawdown Alternatives to HCYAX
HCYAX has a 1-year max drawdown of -5.14%. There are 20 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 | HCYAX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | HCYAX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | HCYAX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | HCYAX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | HCYAX vs HSTRX |
Other Mutual Funds from Direxion
The 8 most viewed Direxion mutual funds shown here include DXQLX, DXSLX, DXNLX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Direxion Monthly NASDAQ-100 Bull 1.75X Fund | Leveraged Equities | 67 | 34.26% | — | May 2006 | HCYAX vs DXQLX | |
| Direxion Monthly S&P 500 Bull 1.75X Fund | Leveraged Equities, S&P 500 | 59 | 17.38% | — | May 2006 | HCYAX vs DXSLX | |
| Direxion Monthly NASDAQ-100 Bull 1.25X Fund | Leveraged Equities | 65 | 24.74% | — | Mar 2016 | HCYAX vs DXNLX | |
| Direxion Monthly High Yield Bull 1.2X Fund | Leveraged Bonds | 24 | 0.59% | — | Feb 2016 | HCYAX vs DXHYX | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | Leveraged Bonds | 3 | -3.34% | — | Mar 2005 | HCYAX vs DXKLX | |
| Hilton Tactical Income Fund Institutional Class | Tactical Allocation | 40 | 2.31% | — | Sep 2013 | HCYAX vs HCYIX | |
| Direxion Monthly Small Cap Bull 1.75X Fund | Leveraged Equities | 58 | 28.54% | — | Feb 1999 | HCYAX vs DXRLX | |
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | Inverse Bonds | 4 | 4.35% | — | May 2004 | HCYAX vs DXKSX |
Often Compared With HCYAX
Investors most often compare HCYAX with PBAIX, PDX, UPAAX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 76 | 10.25% | — | Jun 1993 | HCYAX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 14 | 19.22% | — | Feb 2019 | HCYAX vs PDX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | HCYAX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 90 | 8.89% | — | Nov 2002 | HCYAX vs PAAIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 89 | 8.70% | — | Apr 2008 | HCYAX vs PASAX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 88 | 11.71% | — | Apr 2018 | HCYAX vs GTAIX | |
| Astor Dynamic Allocation Fund | Tactical Allocation | 86 | 8.54% | — | Oct 2009 | HCYAX vs ASTIX |
Compare HCYAX with Any Fund or Stock
Compare HCYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCYAX with funds that move differently
Hilton Tactical Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCYAX.
Explore HCYAX Diversifiers