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 a closer substitute for your current allocation.
Cheapest Alternatives to IMSIX
IMSIX charges 1.95% annually. There are 66 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 | IMSIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | IMSIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | IMSIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | IMSIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | IMSIX vs GPIFX |
Best Risk-Adjusted Alternatives to IMSIX
IMSIX has a PortfoliosLab risk / return rank of 22. There are 70 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 | IMSIX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | IMSIX vs PAAIX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | IMSIX vs PASAX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | IMSIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | — | Apr 2012 | IMSIX vs SIOAX |
Top Performing IMSIX Alternatives (YTD)
IMSIX is at 1.51% YTD. There are 73 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 | IMSIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.48% | — | Dec 2016 | IMSIX vs MOJOX | |
| Teberg Fund | 22.02% | — | Mar 2002 | IMSIX vs TEBRX | |
| Potomac Defensive Bull Fund | 19.70% | — | Jun 2020 | IMSIX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 19.06% | — | Feb 2019 | IMSIX vs PDX |
Lowest Volatility Alternatives to IMSIX
IMSIX has 6.28% 1-year volatility. There are 16 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 | IMSIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | IMSIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | IMSIX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | IMSIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.28% | — | Sep 2002 | IMSIX vs HSTRX |
Lowest Drawdown Alternatives to IMSIX
IMSIX has a 1-year max drawdown of -4.93%. There are 19 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 | IMSIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | IMSIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | IMSIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.54% | — | Sep 2002 | IMSIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | IMSIX vs ASTIX |
Other Mutual Funds from IMS
The 1 most viewed IMS mutual funds shown here include IMSCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| IMS Capital Value Fund | Large Cap Blend Equities | 33 | 9.47% | — | Aug 1996 | IMSIX vs IMSCX |
Often Compared With IMSIX
Investors most often compare IMSIX with GTAIX, ABRZX, HFSAX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare IMSIX with Any Fund or Stock
Compare IMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IMSIX with funds that move differently
IMS Strategic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IMSIX.
Explore IMSIX Diversifiers