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 30 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 Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | ICSIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | ICSIX vs GIPIX | |
| 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 50. There are 52 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | ICSIX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | ICSIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | ICSIX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | ICSIX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | ICSIX vs CRDBX |
Top Performing ICSIX Alternatives (YTD)
ICSIX is at 6.82% YTD. There are 54 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | ICSIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | ICSIX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | ICSIX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | ICSIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | ICSIX vs ABRZX |
Lowest Volatility Alternatives to ICSIX
ICSIX has 10.25% 1-year volatility. There are 49 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | ICSIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | ICSIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | ICSIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | ICSIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | ICSIX vs HFSAX |
Lowest Drawdown Alternatives to ICSIX
ICSIX has a 1-year max drawdown of -6.73%. There are 36 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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | ICSIX vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | ICSIX vs HSTRX |
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 | 54 | 13.18% | — | Dec 2018 | ICSIX vs AXVIX | |
| Dynamic International Opportunity Fund | Foreign Large Cap Equities | 52 | 16.09% | — | Dec 2011 | ICSIX vs ICCIX |
Often Compared With ICSIX
Investors most often compare ICSIX with VOO, GTAIX, PDX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | ICSIX vs VOO | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | ICSIX vs GTAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | ICSIX vs PDX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | ICSIX vs UPAAX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | ICSIX vs PASAX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | ICSIX vs PAAIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | ICSIX vs PBAIX |
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