BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) Alternatives
BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) 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 PBAIX. 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 PBAIX
PBAIX charges 0.77% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among PBAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | PBAIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | PBAIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | PBAIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | PBAIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | PBAIX vs GPIFX |
Best Risk-Adjusted Alternatives to PBAIX
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 | PBAIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | PBAIX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | PBAIX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | PBAIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | PBAIX vs MOJOX |
Top Performing PBAIX Alternatives (YTD)
PBAIX 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 | PBAIX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | PBAIX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | PBAIX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | PBAIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | PBAIX vs ABRZX |
Lowest Volatility Alternatives to PBAIX
PBAIX 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 | PBAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | PBAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | PBAIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | PBAIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | PBAIX vs SFHYX |
Lowest Drawdown Alternatives to PBAIX
PBAIX 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 | PBAIX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | PBAIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | PBAIX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | PBAIX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | PBAIX vs HFSAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With PBAIX
What investors most often compare with PBAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Federated Hermes MDT Market Neutral Fund Instituti... | Equity Market Neutral | 74 | 1.46% | Sep 30, 2008 | PBAIX vs QQMNX | |
| Campbell Systematic Macro Fund Class I Shares | Macro Trading | 9 | 7.80% | Mar 4, 2013 | PBAIX vs EBSIX |
Compare PBAIX with Any Fund or Stock
Compare PBAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.