Donoghue Forlines Dividend Fund (PWDIX) 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 PWDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PWDIX
PWDIX charges 1.56% annually. There are 50 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 | PWDIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | PWDIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | PWDIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | PWDIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | PWDIX vs GPIFX |
Best Risk-Adjusted Alternatives to PWDIX
PWDIX has a PortfoliosLab risk / return rank of 72. There are 27 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | PWDIX vs RQEIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | PWDIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | PWDIX vs ABRZX | |
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | PWDIX vs CRDBX | |
| AQR Diversifying Strategies Fund Class N | 93 | — | Jun 2020 | PWDIX vs QDSNX |
Top Performing PWDIX Alternatives (YTD)
PWDIX is at 10.36% YTD. There are 22 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 54.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 54.73% | — | Sep 2019 | PWDIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 34.70% | — | Dec 2016 | PWDIX vs MOJOX | |
| Teberg Fund | 26.95% | — | Mar 2002 | PWDIX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 20.33% | — | Jun 2009 | PWDIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 20.22% | — | Jun 2009 | PWDIX vs ABRZX |
Lowest Volatility Alternatives to PWDIX
PWDIX has 10.87% 1-year volatility. There are 51 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | PWDIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.59% | — | Apr 2012 | PWDIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.75% | — | Jul 2014 | PWDIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.54% | — | — | PWDIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.54% | — | Aug 2004 | PWDIX vs SFHYX |
Lowest Drawdown Alternatives to PWDIX
PWDIX has a 1-year max drawdown of -5.44%. There are 25 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 | PWDIX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | PWDIX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | PWDIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | PWDIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | PWDIX vs HSTRX |
Other Mutual Funds from Donoghue Forlines LLC
The 3 most viewed Donoghue Forlines LLC mutual funds shown here include FLOTX, PWRIX, GTAIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 38 | -0.55% | — | Dec 2017 | PWDIX vs FLOTX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 13 | -0.25% | — | Sep 2010 | PWDIX vs PWRIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 88 | 11.71% | — | Apr 2018 | PWDIX vs GTAIX |
Often Compared With PWDIX
Investors most often compare PWDIX with QQQ, PASAX, PDX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 77 | 21.62% | 493.99B | Mar 1999 | PWDIX vs QQQ | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 89 | 8.70% | — | Apr 2008 | PWDIX vs PASAX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 14 | 19.22% | — | Feb 2019 | PWDIX vs PDX | |
| Astor Dynamic Allocation Fund | Tactical Allocation | 86 | 8.54% | — | Oct 2009 | PWDIX vs ASTIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 76 | 10.25% | — | Jun 1993 | PWDIX vs PBAIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 78 | 6.75% | — | May 2010 | PWDIX vs DRRIX | |
| PIMCO All Asset Fund | Tactical Allocation | 90 | 8.89% | — | Nov 2002 | PWDIX vs PAAIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | PWDIX vs UPAAX |
Compare PWDIX with Any Fund or Stock
Compare PWDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PWDIX with funds that move differently
Donoghue Forlines Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PWDIX.
Explore PWDIX Diversifiers