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 65 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 | IMSIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | IMSIX vs GIPIX | |
| 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 27. There are 69 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | IMSIX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | IMSIX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | IMSIX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | IMSIX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | IMSIX vs MOJOX |
Top Performing IMSIX Alternatives (YTD)
IMSIX is at 2.03% YTD. There are 70 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | IMSIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | IMSIX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | IMSIX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | IMSIX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | IMSIX vs QMLFX |
Lowest Volatility Alternatives to IMSIX
IMSIX has 6.29% 1-year volatility. There are 15 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | IMSIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | IMSIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | IMSIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | IMSIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | IMSIX vs HFSAX |
Lowest Drawdown Alternatives to IMSIX
IMSIX has a 1-year max drawdown of -4.93%. There are 18 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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | IMSIX vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | IMSIX vs HSTRX |
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 | 43 | 11.04% | — | Aug 1996 | IMSIX vs IMSCX |
Often Compared With IMSIX
Investors most often compare IMSIX with ABRZX, PBAIX, PDX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 88 | 17.65% | — | Jun 2009 | IMSIX vs ABRZX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 81 | 9.80% | — | Jun 1993 | IMSIX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.50% | — | Feb 2019 | IMSIX vs PDX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 89 | 17.84% | — | Jun 2009 | IMSIX vs ABRYX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | IMSIX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.69% | — | Nov 2002 | IMSIX vs PAAIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 88 | 8.43% | — | Apr 2008 | IMSIX vs PASAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 91 | 8.93% | — | Dec 2013 | IMSIX vs RQEIX |
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