Hilton Tactical Income Fund Institutional Class (HCYIX) 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 HCYIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HCYIX
HCYIX charges 0.87% annually. There are 15 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 | HCYIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | HCYIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | HCYIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | HCYIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | HCYIX vs GPIFX |
Best Risk-Adjusted Alternatives to HCYIX
HCYIX has a PortfoliosLab risk / return rank of 40. There are 59 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | HCYIX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | HCYIX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | HCYIX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | HCYIX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | HCYIX vs MOJOX |
Top Performing HCYIX Alternatives (YTD)
HCYIX is at 2.48% YTD. There are 67 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | HCYIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | HCYIX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | HCYIX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | HCYIX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | HCYIX vs QMLFX |
Lowest Volatility Alternatives to HCYIX
HCYIX has 5.57% 1-year volatility. There are 9 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 | HCYIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | HCYIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | HCYIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | HCYIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | HCYIX vs HFSAX |
Lowest Drawdown Alternatives to HCYIX
HCYIX has a 1-year max drawdown of -5.12%. There are 19 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 | HCYIX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | HCYIX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | HCYIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | HCYIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | HCYIX 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 | 62 | 32.69% | — | May 2006 | HCYIX vs DXQLX | |
| Direxion Monthly S&P 500 Bull 1.75X Fund | Leveraged Equities, S&P 500 | 49 | 13.76% | — | May 2006 | HCYIX vs DXSLX | |
| Direxion Monthly NASDAQ-100 Bull 1.25X Fund | Leveraged Equities | 59 | 23.70% | — | Mar 2016 | HCYIX vs DXNLX | |
| Direxion Monthly High Yield Bull 1.2X Fund | Leveraged Bonds | 21 | 0.54% | — | Feb 2016 | HCYIX vs DXHYX | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | Leveraged Bonds | 2 | -4.18% | — | Mar 2005 | HCYIX vs DXKLX | |
| Direxion Monthly Small Cap Bull 1.75X Fund | Leveraged Equities | 68 | 35.99% | — | Feb 1999 | HCYIX vs DXRLX | |
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | Inverse Bonds | 6 | 5.27% | — | May 2004 | HCYIX vs DXKSX | |
| Hilton Tactical Income Fund | Tactical Allocation | 39 | 2.36% | — | Sep 2013 | HCYIX vs HCYAX |
Often Compared With HCYIX
Investors most often compare HCYIX with VFIAX, ABRZX, ABRYX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | S&P 500, Large Cap Blend Equities | 65 | 9.77% | 1.70T | Nov 2000 | HCYIX vs VFIAX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 88 | 17.65% | — | Jun 2009 | HCYIX vs ABRZX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 89 | 17.84% | — | Jun 2009 | HCYIX vs ABRYX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.50% | — | Feb 2019 | HCYIX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.69% | — | Nov 2002 | HCYIX vs PAAIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | HCYIX vs UPAAX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 88 | 8.43% | — | Apr 2008 | HCYIX vs PASAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 91 | 8.93% | — | Dec 2013 | HCYIX vs RQEIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 81 | 9.80% | — | Jun 1993 | HCYIX vs PBAIX |
Compare HCYIX with Any Fund or Stock
Compare HCYIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCYIX with funds that move differently
Hilton Tactical Income Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCYIX.
Explore HCYIX Diversifiers