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 42 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 40. There are 54 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	95	—	Oct 2009	HTDIX vs ASTIX
HSTRX	Hussman Strategic Total Return Fund	95	—	Sep 2002	HTDIX vs HSTRX
PAAIX	PIMCO All Asset Fund	95	—	Nov 2002	HTDIX vs PAAIX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	94	—	Apr 2012	HTDIX vs SIOAX
PASAX	PIMCO All Asset Fund Class A	94	—	Apr 2008	HTDIX vs PASAX

Top Performing HTDIX Alternatives (YTD)

HTDIX is at 6.15% YTD. There are 46 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	43.03%	—	Sep 2019	HTDIX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	33.55%	—	Dec 2016	HTDIX vs MOJOX
TEBRX	Teberg Fund	21.81%	—	Mar 2002	HTDIX vs TEBRX
PDX	PIMCO Dynamic Income Strategy Fund	19.01%	—	Feb 2019	HTDIX vs PDX
CRDBX	Potomac Defensive Bull Fund	18.43%	—	Jun 2020	HTDIX vs CRDBX

Lowest Volatility Alternatives to HTDIX

HTDIX has 11.04% 1-year volatility. There are 48 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.54%	—	Aug 2012	HTDIX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.81%	—	Apr 2012	HTDIX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.83%	—	Jul 2014	HTDIX vs TTIFX
OTRFX	OnTrack Core Fund	4.15%	—	Jan 2013	HTDIX vs OTRFX
HSTRX	Hussman Strategic Total Return Fund	4.31%	—	Sep 2002	HTDIX vs HSTRX

Lowest Drawdown Alternatives to HTDIX

HTDIX has a 1-year max drawdown of -5.93%. There are 29 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
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	-2.48%	—	Sep 2002	HTDIX vs HSTRX
ASTIX	Astor Dynamic Allocation Fund	-2.77%	—	Oct 2009	HTDIX vs ASTIX

Often Compared With HTDIX

Investors most often compare HTDIX with PDT, MCI, SCHD. These 20 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	14	6.22%	—	Dec 1989	HTDIX vs PDT
MCI	Barings Corporate Investors		17	-6.85%	—	—	HTDIX vs MCI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	HTDIX vs SCHD
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Blend Equities	18	-0.35%	—	May 1973	HTDIX vs CRF
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	HTDIX vs FXAIX
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	HTDIX vs QQQ
PDI	PIMCO Dynamic Income Fund		30	-1.34%	—	—	HTDIX vs PDI
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	HTDIX vs SPY
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	High Yield Bonds	59	1.54%	17.11B	Apr 2007	HTDIX vs HYG
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	Tactical Allocation	93	18.01%	—	Jun 2009	HTDIX vs ABRZX
SFHYX	Hundredfold Select Alternative Fund	Tactical Allocation	44	0.00%	—	Aug 2004	HTDIX vs SFHYX
QDSNX	AQR Diversifying Strategies Fund Class N	Tactical Allocation	92	5.37%	—	Jun 2020	HTDIX vs QDSNX
HFSAX	Hundredfold Select Alternative Fund Investor Class	Tactical Allocation	58	0.62%	—	—	HTDIX vs HFSAX
DRRIX	BNY Mellon Global Real Return Fund - Class I	Tactical Allocation	82	6.81%	—	May 2010	HTDIX vs DRRIX
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	—	—	—	Oct 2017	HTDIX vs UPAAX
ABRYX	Invesco Balanced-Risk Allocation Fund	Tactical Allocation	93	18.19%	—	Jun 2009	HTDIX vs ABRYX
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	85	10.31%	—	Jun 1993	HTDIX vs PBAIX
GTAIX	Donoghue Forlines Tactical Allocation Fund	Tactical Allocation	88	12.72%	—	Apr 2018	HTDIX vs GTAIX
RQEIX	RESQ Dynamic Allocation Fund	Tactical Allocation	84	6.45%	—	Dec 2013	HTDIX vs RQEIX
QMLFX	Quantified Market Leaders Fund	Tactical Allocation	22	10.51%	—	Aug 2013	HTDIX vs QMLFX

Compare HTDIX with Any Fund or Stock

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

Symbol name

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