Donoghue Forlines Dividend Fund (PWDIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PWDIX
PWDIX charges 1.56% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among PWDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | PWDIX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | PWDIX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | PWDIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | PWDIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | PWDIX vs GPIFX |
Best Risk-Adjusted Alternatives to PWDIX
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 | PWDIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | PWDIX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | PWDIX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | PWDIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | PWDIX vs MOJOX |
Top Performing PWDIX Alternatives (YTD)
PWDIX 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 | PWDIX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | PWDIX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | PWDIX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | PWDIX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | PWDIX vs ABRZX |
Lowest Volatility Alternatives to PWDIX
PWDIX 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 | PWDIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | PWDIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | PWDIX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | PWDIX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | PWDIX vs SFHYX |
Lowest Drawdown Alternatives to PWDIX
PWDIX 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 | PWDIX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | PWDIX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | PWDIX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | PWDIX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | PWDIX vs HFSAX |
Other Mutual Funds from Donoghue Forlines LLC
Most popular Donoghue Forlines LLC mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 11 | -1.65% | Dec 26, 2017 | PWDIX vs FLOTX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 80 | 1.75% | Apr 5, 2018 | PWDIX vs GTAIX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 11 | -1.04% | Sep 13, 2010 | PWDIX vs PWRIX |
Often Compared With PWDIX
What investors most often compare with PWDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PWDIX vs QQQ |
Compare PWDIX with Any Fund or Stock
Compare PWDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.