Donoghue Forlines Tactical Income Fund (PWRIX) Alternatives
Donoghue Forlines Tactical Income Fund (PWRIX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PWRIX. 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 PWRIX
PWRIX charges 1.53% annually. Among mutual funds in the Nontraditional Bonds category, these options have the lowest expense ratios among PWRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | Oct 2, 2011 | PWRIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | Apr 6, 2015 | PWRIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | Sep 28, 2011 | PWRIX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | Dec 30, 2018 | PWRIX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | Jan 29, 2009 | PWRIX vs PUTIX |
Best Risk-Adjusted Alternatives to PWRIX
Among mutual funds in the Nontraditional Bonds 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 | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | Jan 27, 2023 | PWRIX vs CBYYX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | Jun 26, 2007 | PWRIX vs EIGMX | |
| PGIM Securitized Credit Fund | 99 | Jun 30, 2019 | PWRIX vs SCFZX | |
| Artisan Global Unconstrained Fund | 99 | Mar 30, 2022 | PWRIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Aug 30, 2010 | PWRIX vs EGRIX |
Top Performing PWRIX Alternatives (YTD)
PWRIX alternatives from the Nontraditional Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Artisan Global Unconstrained Fund | 4.02% | Mar 30, 2022 | PWRIX vs APFPX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.59% | Aug 30, 2010 | PWRIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 2.63% | Apr 6, 2015 | PWRIX vs PMOTX | |
| Eaton Vance Global Macro Absolute Return Fund | 2.43% | Jun 26, 2007 | PWRIX vs EIGMX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | PWRIX vs CBYYX |
Lowest Volatility Alternatives to PWRIX
PWRIX alternatives from the Nontraditional Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 1.27% | Jan 27, 2023 | PWRIX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.40% | Apr 6, 2014 | PWRIX vs DFLEX | |
| Dunham Long/Short Credit Fund | 1.45% | Dec 9, 2004 | PWRIX vs DCAIX | |
| Anfield Universal Fixed Income Fund | 1.58% | Jun 27, 2013 | PWRIX vs AFLIX | |
| GMO Opportunistic Income Fund | 1.64% | Oct 2, 2011 | PWRIX vs GMODX |
Lowest Drawdown Alternatives to PWRIX
PWRIX alternatives from the Nontraditional Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.18% | Jan 27, 2023 | PWRIX vs CBYYX | |
| Dunham Long/Short Credit Fund | -0.84% | Dec 9, 2004 | PWRIX vs DCAIX | |
| PGIM Absolute Return Bond Fund | -0.87% | Mar 29, 2011 | PWRIX vs PADZX | |
| Toews Unconstrained Income Fund | -0.87% | Aug 27, 2013 | PWRIX vs TUIFX | |
| PGIM Securitized Credit Fund | -0.93% | Jun 30, 2019 | PWRIX vs SCFZX |
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 Momentum Fund | Tactical Allocation | 92 | 11.81% | Dec 22, 2016 | PWRIX vs MOJOX | |
| Donoghue Forlines Dividend Fund | Tactical Allocation | 69 | 5.35% | Nov 6, 2013 | PWRIX vs PWDIX | |
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 11 | -1.65% | Dec 26, 2017 | PWRIX vs FLOTX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 80 | 1.75% | Apr 5, 2018 | PWRIX vs GTAIX |
Compare PWRIX with Any Fund or Stock
Compare PWRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.