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
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	—	Jan 1998	HTDIX vs GIPIX
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	0.19%	—	Jan 1998	HTDIX vs GOIIX
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 49. There are 42 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	93	—	Oct 2009	HTDIX vs ASTIX
HSTRX	Hussman Strategic Total Return Fund	92	—	Sep 2002	HTDIX vs HSTRX
MOJOX	Donoghue Forlines Momentum Fund	92	—	Dec 2016	HTDIX vs MOJOX
GTAIX	Donoghue Forlines Tactical Allocation Fund	91	—	Apr 2018	HTDIX vs GTAIX
QDSNX	AQR Diversifying Strategies Fund Class N	91	—	Jun 2020	HTDIX vs QDSNX

Top Performing HTDIX Alternatives (YTD)

HTDIX is at 8.36% YTD. There are 36 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	50.00%	—	Sep 2019	HTDIX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	40.75%	—	Dec 2016	HTDIX vs MOJOX
TEBRX	Teberg Fund	27.65%	—	Mar 2002	HTDIX vs TEBRX
QSTFX	Quantified STF Fund	25.79%	—	Nov 2015	HTDIX vs QSTFX
CRDBX	Potomac Defensive Bull Fund	22.18%	—	Jun 2020	HTDIX vs CRDBX

Lowest Volatility Alternatives to HTDIX

HTDIX has 10.74% 1-year volatility. There are 46 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.50%	—	Aug 2012	HTDIX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.71%	—	Apr 2012	HTDIX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.82%	—	Jul 2014	HTDIX vs TTIFX
HSTRX	Hussman Strategic Total Return Fund	4.65%	—	Sep 2002	HTDIX vs HSTRX
SFHYX	Hundredfold Select Alternative Fund	4.73%	—	Aug 2004	HTDIX vs SFHYX

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
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
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	11	6.30%	—	Dec 1989	HTDIX vs PDT
MCI	Barings Corporate Investors		19	-2.30%	—	—	HTDIX vs MCI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	HTDIX vs SCHD
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	HTDIX vs FXAIX
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	11	-0.60%	—	Jan 1990	HTDIX vs CRF
QQQ	Invesco QQQ ETF	Nasdaq-100	58	16.13%	481.14B	Mar 1999	HTDIX vs QQQ
PDI	PIMCO Dynamic Income Fund		42	1.19%	—	—	HTDIX vs PDI
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	HTDIX vs SPY
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	High Yield Bonds	57	1.59%	16.73B	Apr 2007	HTDIX vs HYG
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	Tactical Allocation	91	17.28%	—	Jun 2009	HTDIX vs ABRZX
HFSAX	Hundredfold Select Alternative Fund Investor Class	Tactical Allocation	43	0.79%	—	—	HTDIX vs HFSAX
DRRIX	BNY Mellon Global Real Return Fund - Class I	Tactical Allocation	72	6.03%	—	May 2010	HTDIX vs DRRIX
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	—	—	—	Oct 2017	HTDIX vs UPAAX
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	8	18.45%	—	Feb 2019	HTDIX vs PDX
ABRYX	Invesco Balanced-Risk Allocation Fund	Tactical Allocation	91	17.36%	—	Jun 2009	HTDIX vs ABRYX
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	84	10.18%	—	Jun 1993	HTDIX vs PBAIX
PAAIX	PIMCO All Asset Fund	Tactical Allocation	91	9.05%	—	Nov 2002	HTDIX vs PAAIX
PASAX	PIMCO All Asset Fund Class A	Tactical Allocation	90	8.79%	—	Apr 2008	HTDIX vs PASAX
RQEIX	RESQ Dynamic Allocation Fund	Tactical Allocation	86	7.94%	—	Dec 2013	HTDIX vs RQEIX
QMLFX	Quantified Market Leaders Fund	Tactical Allocation	40	17.14%	—	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.

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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