Matisse Discounted Closed-End Fund Strategy (MDCEX) Alternatives
Matisse Discounted Closed-End Fund Strategy (MDCEX) 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 MDCEX. 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 MDCEX
MDCEX charges 1.25% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among MDCEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | MDCEX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | MDCEX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | MDCEX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | MDCEX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | MDCEX vs GPIFX |
Best Risk-Adjusted Alternatives to MDCEX
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 | MDCEX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | MDCEX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | MDCEX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | MDCEX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | MDCEX vs MOJOX |
Top Performing MDCEX Alternatives (YTD)
MDCEX 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 | MDCEX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | MDCEX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | MDCEX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | MDCEX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | MDCEX vs ABRZX |
Lowest Volatility Alternatives to MDCEX
MDCEX 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 | MDCEX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | MDCEX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | MDCEX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | MDCEX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | MDCEX vs SFHYX |
Lowest Drawdown Alternatives to MDCEX
MDCEX 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 | MDCEX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | MDCEX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | MDCEX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | MDCEX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | MDCEX vs HFSAX |
Other Mutual Funds from Matisse Funds
Most popular Matisse Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Matisse Discounted Bond CEF Strategy | Multisector Bonds | 22 | -2.89% | Apr 29, 2020 | MDCEX vs MDFIX |
Often Compared With MDCEX
What investors most often compare with MDCEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MDCEX vs SPY | |
| Relative Sentiment Tactical Allocation ETF | Tactical Allocation | 93 | 6.71% | May 18, 2022 | MDCEX vs MOOD |
Compare MDCEX with Any Fund or Stock
Compare MDCEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.