IMS Strategic Income Fund (IMSIX) Alternatives
IMS Strategic Income Fund (IMSIX) 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 IMSIX. 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 IMSIX
IMSIX charges 1.95% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among IMSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | IMSIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | IMSIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | IMSIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | IMSIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | IMSIX vs GPIFX |
Best Risk-Adjusted Alternatives to IMSIX
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 | IMSIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | IMSIX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | IMSIX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | IMSIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | IMSIX vs MOJOX |
Top Performing IMSIX Alternatives (YTD)
IMSIX 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 | IMSIX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | IMSIX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | IMSIX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | IMSIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | IMSIX vs ABRZX |
Lowest Volatility Alternatives to IMSIX
IMSIX 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 | IMSIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | IMSIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | IMSIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | IMSIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | IMSIX vs SFHYX |
Lowest Drawdown Alternatives to IMSIX
IMSIX 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 | IMSIX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | IMSIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | IMSIX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | IMSIX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | IMSIX vs HFSAX |
Other Mutual Funds from IMS
Most popular IMS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| IMS Capital Value Fund | Large Cap Blend Equities | 25 | -9.29% | Aug 5, 1996 | IMSIX vs IMSCX |
Compare IMSIX with Any Fund or Stock
Compare IMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.