Virtus Tactical Allocation Fund (NAINX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NAINX
NAINX charges 1.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NAINX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NAINX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NAINX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NAINX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | NAINX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NAINX vs BWBIX |
Best Risk-Adjusted Alternatives to NAINX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | NAINX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NAINX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NAINX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | NAINX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NAINX vs PMAIX |
Top Performing NAINX Alternatives (YTD)
NAINX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | NAINX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | NAINX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | NAINX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | NAINX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | NAINX vs TPDAX |
Lowest Volatility Alternatives to NAINX
NAINX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | NAINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | NAINX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NAINX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | NAINX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | NAINX vs SICIX |
Lowest Drawdown Alternatives to NAINX
NAINX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | NAINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NAINX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NAINX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NAINX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NAINX vs SICIX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 44 | 2.49% | Oct 29, 2019 | NAINX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 10 | 1.54% | Oct 18, 1996 | NAINX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 2 | -6.61% | Mar 7, 2018 | NAINX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 93 | -0.19% | Feb 28, 2006 | NAINX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 5 | -3.88% | Jun 22, 2009 | NAINX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -9.88% | Jun 28, 2006 | NAINX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | -12.69% | Oct 16, 1995 | NAINX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.70% | Jan 30, 1989 | NAINX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 33 | -10.95% | Jun 9, 1992 | NAINX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 4.52% | Mar 1, 1995 | NAINX vs PHRAX |
Often Compared With NAINX
What investors most often compare with NAINX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 67 | -3.95% | — | NAINX vs ^GSPC | ||
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | NAINX vs CONWX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | NAINX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 92 | 7.46% | Jan 19, 1998 | NAINX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 19 | -0.38% | Aug 8, 2013 | NAINX vs QBDSX |
Compare NAINX with Any Fund or Stock
Compare NAINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.