OnTrack Core Fund (OTRFX) 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 OTRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OTRFX
OTRFX charges 2.58% annually. There are 78 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 | OTRFX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | OTRFX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | OTRFX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | OTRFX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | OTRFX vs GPIFX |
Best Risk-Adjusted Alternatives to OTRFX
OTRFX has a PortfoliosLab risk / return rank of 81. There are 20 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | OTRFX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | OTRFX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | OTRFX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | OTRFX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | OTRFX vs PASAX |
Top Performing OTRFX Alternatives (YTD)
OTRFX is at 4.93% YTD. There are 59 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | OTRFX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | OTRFX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | OTRFX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | OTRFX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | OTRFX vs CRDBX |
Lowest Volatility Alternatives to OTRFX
OTRFX has 4.15% 1-year volatility. There are 3 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | OTRFX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | OTRFX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | OTRFX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | OTRFX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.75% | — | Aug 2004 | OTRFX vs SFHYX |
Lowest Drawdown Alternatives to OTRFX
OTRFX has a 1-year max drawdown of -3.02%. There are 6 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 | OTRFX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | OTRFX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | OTRFX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | OTRFX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | OTRFX vs ASTIX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, HFSAX, QBDSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 63 | 0.93% | — | Dec 2013 | OTRFX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 58 | 0.62% | — | — | OTRFX vs HFSAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 4 | -0.25% | — | Aug 2013 | OTRFX vs QBDSX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -4.26% | — | May 2015 | OTRFX vs SAPEX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 56 | 1.35% | — | May 2019 | OTRFX vs KAMIX | |
| Quantified Alternative Investment Fund | Multistrategy | 56 | 4.62% | — | Aug 2013 | OTRFX vs QALTX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 21 | -6.43% | — | Aug 2019 | OTRFX vs QSPMX | |
| Quantified STF Fund | Tactical Allocation | 24 | 13.27% | — | Nov 2015 | OTRFX vs QSTFX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 32 | 10.59% | — | Dec 2019 | OTRFX vs QCGDX | |
| Quantified Tactical Fixed Income Fund | Nontraditional Bonds | — | — | — | Sep 2019 | OTRFX vs QFITX |
Often Compared With OTRFX
Investors most often compare OTRFX with DNAVX, VOO, EGRAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare OTRFX with Any Fund or Stock
Compare OTRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OTRFX with funds that move differently
OnTrack Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OTRFX.
Explore OTRFX Diversifiers