Virtus Tactical Allocation Fund (NAINX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NAINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NAINX
NAINX charges 1.00% annually. There are 413 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NAINX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NAINX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | NAINX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NAINX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NAINX vs VTMFX |
Best Risk-Adjusted Alternatives to NAINX
NAINX has a PortfoliosLab risk / return rank of 4. There are 535 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | NAINX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | NAINX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NAINX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NAINX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | NAINX vs AOBLX |
Top Performing NAINX Alternatives (YTD)
NAINX is at 1.93% YTD. There are 522 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | NAINX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | NAINX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | NAINX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | NAINX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | NAINX vs TIBIX |
Lowest Volatility Alternatives to NAINX
NAINX has 9.53% 1-year volatility. There are 362 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | NAINX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | NAINX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | NAINX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NAINX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | NAINX vs CSTAX |
Lowest Drawdown Alternatives to NAINX
NAINX has a 1-year max drawdown of -10.19%. There are 518 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NAINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NAINX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NAINX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NAINX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NAINX vs CSTAX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 34 | 26.53% | — | Oct 2019 | NAINX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | NAINX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.29% | — | Mar 2018 | NAINX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.22% | — | Oct 1996 | NAINX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 5.81% | — | Oct 1995 | NAINX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.98% | — | Jun 2009 | NAINX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | NAINX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.25% | — | Jun 2006 | NAINX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 57 | 17.95% | — | Dec 2010 | NAINX vs EDF | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 42 | 18.00% | — | Mar 1995 | NAINX vs PHRAX |
Often Compared With NAINX
Investors most often compare NAINX with ^GSPC, STCIX, FYMIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NAINX with Any Fund or Stock
Compare NAINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NAINX with funds that move differently
Virtus Tactical Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NAINX.
Explore NAINX Diversifiers