HTDIX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to HTDIX

HTDIX charges 1.40% annually. There are 41 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.

Symbol	Name	Expense Ratio	AUM	Inception
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	0.19%	—	Jan 1998	HTDIX vs GOIIX
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	—	Jan 1998	HTDIX vs GIPIX
PAUIX	PIMCO All Asset All Authority Fund	0.21%	—	Oct 2003	HTDIX vs PAUIX
COTZX	Columbia Thermostat Fund	0.24%	—	Sep 2002	HTDIX vs COTZX
GPIFX	GuidePath Flexible Income Allocation Fund	0.50%	—	Aug 2012	HTDIX vs GPIFX

Best Risk-Adjusted Alternatives to HTDIX

HTDIX has a PortfoliosLab risk / return rank of 60. There are 38 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	97	—	Oct 2009	HTDIX vs ASTIX
ABRYX	Invesco Balanced-Risk Allocation Fund	95	—	Jun 2009	HTDIX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	95	—	Jun 2009	HTDIX vs ABRZX
RQEIX	RESQ Dynamic Allocation Fund	95	—	Dec 2013	HTDIX vs RQEIX
CRDBX	Potomac Defensive Bull Fund	93	—	Jun 2020	HTDIX vs CRDBX

Top Performing HTDIX Alternatives (YTD)

HTDIX is at 8.49% YTD. There are 39 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	55.72%	—	Sep 2019	HTDIX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	37.80%	—	Dec 2016	HTDIX vs MOJOX
TEBRX	Teberg Fund	29.45%	—	Mar 2002	HTDIX vs TEBRX
ABRYX	Invesco Balanced-Risk Allocation Fund	21.28%	—	Jun 2009	HTDIX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	21.20%	—	Jun 2009	HTDIX vs ABRZX

Lowest Volatility Alternatives to HTDIX

HTDIX has 10.10% 1-year volatility. There are 46 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.41%	—	Aug 2012	HTDIX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.58%	—	Apr 2012	HTDIX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.74%	—	Jul 2014	HTDIX vs TTIFX
SFHYX	Hundredfold Select Alternative Fund	4.53%	—	Aug 2004	HTDIX vs SFHYX
HFSAX	Hundredfold Select Alternative Fund Investor Class	4.53%	—	—	HTDIX vs HFSAX

Lowest Drawdown Alternatives to HTDIX

HTDIX has a 1-year max drawdown of -5.93%. There are 28 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
GPIFX	GuidePath Flexible Income Allocation Fund	-1.69%	—	Aug 2012	HTDIX vs GPIFX
QDSNX	AQR Diversifying Strategies Fund Class N	-1.97%	—	Jun 2020	HTDIX vs QDSNX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	-2.11%	—	Jul 2014	HTDIX vs TTIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	-2.34%	—	Apr 2012	HTDIX vs SIOAX
HSTRX	Hussman Strategic Total Return Fund	-2.42%	—	Sep 2002	HTDIX vs HSTRX

Often Compared With HTDIX

Investors most often compare HTDIX with PDT, MCI, SCHD. These 16 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PDT	John Hancock Premium Dividend Fund	Dividend	7	3.84%	—	Dec 1989	HTDIX vs PDT
MCI	Barings Corporate Investors		34	-1.90%	—	—	HTDIX vs MCI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	HTDIX vs SCHD
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	HTDIX vs FXAIX
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	10	-3.18%	—	Jan 1990	HTDIX vs CRF
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	HTDIX vs QQQ
PDI	PIMCO Dynamic Income Fund		44	0.45%	—	—	HTDIX vs PDI
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	HTDIX vs SPY
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	High Yield Bonds	55	1.32%	16.11B	Apr 2007	HTDIX vs HYG
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	10	18.39%	—	Feb 2019	HTDIX vs PDX
DRRIX	BNY Mellon Global Real Return Fund - Class I	Tactical Allocation	79	7.29%	—	May 2010	HTDIX vs DRRIX
PAAIX	PIMCO All Asset Fund	Tactical Allocation	91	9.42%	—	Nov 2002	HTDIX vs PAAIX
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	66	9.80%	—	Jun 1993	HTDIX vs PBAIX
PASAX	PIMCO All Asset Fund Class A	Tactical Allocation	90	9.23%	—	Apr 2008	HTDIX vs PASAX
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	—	—	—	Oct 2017	HTDIX vs UPAAX
GTAIX	Donoghue Forlines Tactical Allocation Fund	Tactical Allocation	89	12.59%	—	Apr 2018	HTDIX vs GTAIX

Compare HTDIX with Any Fund or Stock

Compare HTDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair HTDIX with funds that move differently

Tactical Dividend and Momentum Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HTDIX.

Explore HTDIX Diversifiers

Tactical Dividend and Momentum Fund (HTDIX) Alternatives