Dynamic U.S. Opportunity Fund (ICSIX) 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 ICSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICSIX
ICSIX charges 1.24% annually. There are 31 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ICSIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ICSIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | ICSIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | ICSIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | ICSIX vs GPIFX |
Best Risk-Adjusted Alternatives to ICSIX
ICSIX has a PortfoliosLab risk / return rank of 37. There are 57 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | ICSIX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | ICSIX vs PAAIX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | ICSIX vs PASAX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | ICSIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | — | Apr 2012 | ICSIX vs SIOAX |
Top Performing ICSIX Alternatives (YTD)
ICSIX is at 5.39% YTD. There are 56 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | ICSIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.48% | — | Dec 2016 | ICSIX vs MOJOX | |
| Teberg Fund | 22.02% | — | Mar 2002 | ICSIX vs TEBRX | |
| Potomac Defensive Bull Fund | 19.70% | — | Jun 2020 | ICSIX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 19.06% | — | Feb 2019 | ICSIX vs PDX |
Lowest Volatility Alternatives to ICSIX
ICSIX has 10.61% 1-year volatility. There are 44 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | ICSIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | ICSIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | ICSIX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | ICSIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.28% | — | Sep 2002 | ICSIX vs HSTRX |
Lowest Drawdown Alternatives to ICSIX
ICSIX has a 1-year max drawdown of -6.73%. There are 38 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 | ICSIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | ICSIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | ICSIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.54% | — | Sep 2002 | ICSIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | ICSIX vs ASTIX |
Other Mutual Funds from Innealta Capital
The 2 most viewed Innealta Capital mutual funds shown here include AXVIX, ICCIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Acclivity Small Cap Value Fund | Small Cap Value Equities | 85 | 19.47% | — | Dec 2018 | ICSIX vs AXVIX | |
| Dynamic International Opportunity Fund | Foreign Large Cap Equities | 52 | 11.81% | — | Dec 2011 | ICSIX vs ICCIX |
Often Compared With ICSIX
Investors most often compare ICSIX with VOO, RQEIX, HFSAX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ICSIX with Any Fund or Stock
Compare ICSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICSIX with funds that move differently
Dynamic U.S. Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICSIX.
Explore ICSIX Diversifiers