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 52 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | PWDIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | PWDIX vs GOIIX | |
| 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 92. There are 7 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 | PWDIX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | PWDIX vs PAAIX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | PWDIX vs PASAX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | PWDIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | — | Apr 2012 | PWDIX vs SIOAX |
Top Performing PWDIX Alternatives (YTD)
PWDIX is at 18.00% YTD. There are 5 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 | PWDIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.48% | — | Dec 2016 | PWDIX vs MOJOX | |
| Teberg Fund | 22.02% | — | Mar 2002 | PWDIX vs TEBRX | |
| Potomac Defensive Bull Fund | 19.70% | — | Jun 2020 | PWDIX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 19.06% | — | Feb 2019 | PWDIX vs PDX |
Lowest Volatility Alternatives to PWDIX
PWDIX has 11.41% 1-year volatility. There are 51 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 | PWDIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | PWDIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | PWDIX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | PWDIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.28% | — | Sep 2002 | PWDIX vs HSTRX |
Lowest Drawdown Alternatives to PWDIX
PWDIX has a 1-year max drawdown of -5.44%. There are 26 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 | |
| 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 | -2.54% | — | Sep 2002 | PWDIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | PWDIX vs ASTIX |
Other Mutual Funds from Donoghue Forlines
The 3 most viewed Donoghue Forlines mutual funds shown here include FLOTX, GTAIX, PWRIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 33 | -0.16% | — | Dec 2017 | PWDIX vs FLOTX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 88 | 13.16% | — | Apr 2018 | PWDIX vs GTAIX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 23 | 0.53% | — | Sep 2010 | PWDIX vs PWRIX |
Often Compared With PWDIX
Investors most often compare PWDIX with QQQ, ABRZX, HFSAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
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