Dynamic U.S. Opportunity Fund (ICSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ICSIX
ICSIX charges 1.24% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among ICSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | ICSIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | ICSIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | ICSIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | ICSIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | ICSIX vs GPIFX |
Best Risk-Adjusted Alternatives to ICSIX
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 | ICSIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | ICSIX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | ICSIX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | ICSIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | ICSIX vs MOJOX |
Top Performing ICSIX Alternatives (YTD)
ICSIX 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 | ICSIX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | ICSIX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | ICSIX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | ICSIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | ICSIX vs ABRZX |
Lowest Volatility Alternatives to ICSIX
ICSIX 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 | ICSIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | ICSIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | ICSIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | ICSIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | ICSIX vs SFHYX |
Lowest Drawdown Alternatives to ICSIX
ICSIX 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 | ICSIX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | ICSIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | ICSIX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | ICSIX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | ICSIX vs HFSAX |
Other Mutual Funds from Innealta Capital
Most popular Innealta Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Acclivity Small Cap Value Fund | Small Cap Value Equities | 40 | 3.23% | Dec 31, 2018 | ICSIX vs AXVIX | |
| Dynamic International Opportunity Fund | Foreign Large Cap Equities | 65 | -0.42% | Dec 30, 2011 | ICSIX vs ICCIX |
Often Compared With ICSIX
What investors most often compare with ICSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ICSIX vs VOO |
Compare ICSIX with Any Fund or Stock
Compare ICSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.