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 414 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NAINX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | NAINX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NAINX vs FYMIX |
Best Risk-Adjusted Alternatives to NAINX
NAINX has a PortfoliosLab risk / return rank of 4. There are 539 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 | 98 | — | Dec 2002 | NAINX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NAINX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | NAINX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | NAINX vs FSRRX |
Top Performing NAINX Alternatives (YTD)
NAINX is at -0.04% YTD. There are 537 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | NAINX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | NAINX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | NAINX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | NAINX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | NAINX vs BRUFX |
Lowest Volatility Alternatives to NAINX
NAINX has 9.65% 1-year volatility. There are 357 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... | 2.81% | — | Nov 2003 | NAINX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | NAINX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | NAINX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | NAINX vs CSTAX |
Lowest Drawdown Alternatives to NAINX
NAINX has a 1-year max drawdown of -10.19%. There are 519 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 ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | NAINX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 24 | 21.38% | — | Oct 2019 | NAINX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 98 | 2.76% | — | Feb 2006 | NAINX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.36% | — | Oct 1996 | NAINX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 0 | -4.13% | — | Mar 2018 | NAINX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 4 | 0.05% | — | Oct 1995 | NAINX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.70% | — | Jun 2009 | NAINX vs VIMCX | |
| The Merger Fund | Event Driven | 96 | 1.51% | — | Jan 1989 | NAINX vs MERFX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 43 | 13.38% | — | Dec 2010 | NAINX vs EDF | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.68% | — | Jun 2006 | NAINX vs PXSGX |
Often Compared With NAINX
Investors most often compare NAINX with PHRAX, ^GSPC, STCIX. These 20 comparison targets span 8 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