Tactical Dividend and Momentum Fund (HTDIX) Alternatives
Tactical Dividend and Momentum Fund (HTDIX) 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 HTDIX. 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 HTDIX
HTDIX charges 1.40% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among HTDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | HTDIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | HTDIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | HTDIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | HTDIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | HTDIX vs GPIFX |
Best Risk-Adjusted Alternatives to HTDIX
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 | HTDIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | HTDIX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | HTDIX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | HTDIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | HTDIX vs MOJOX |
Top Performing HTDIX Alternatives (YTD)
HTDIX 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 | HTDIX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | HTDIX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | HTDIX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | HTDIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | HTDIX vs ABRZX |
Lowest Volatility Alternatives to HTDIX
HTDIX 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 | HTDIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | HTDIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | HTDIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | HTDIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | HTDIX vs SFHYX |
Lowest Drawdown Alternatives to HTDIX
HTDIX 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 | HTDIX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | HTDIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | HTDIX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | HTDIX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | HTDIX vs HFSAX |
Often Compared With HTDIX
What investors most often compare with HTDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | HTDIX vs PDT | |
| Barings Corporate Investors | 9 | -5.01% | — | HTDIX vs MCI | ||
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | HTDIX vs SCHD | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | HTDIX vs FXAIX | |
| Cornerstone Total Return Fund, Inc. | Large Cap Growth Equities | 51 | -9.10% | Jan 2, 1990 | HTDIX vs CRF | |
| PIMCO Dynamic Income Fund | 38 | 0.17% | — | HTDIX vs PDI | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HTDIX vs SPY | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | HTDIX vs QQQ | |
| iShares iBoxx $ High Yield Corporate Bond ETF | High Yield Bonds | 78 | -0.35% | Apr 11, 2007 | HTDIX vs HYG |
Compare HTDIX with Any Fund or Stock
Compare HTDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.