Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) 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 RDMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RDMIX
RDMIX charges 1.97% annually. There are 67 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 | RDMIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | RDMIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | RDMIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | RDMIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | RDMIX vs GPIFX |
Best Risk-Adjusted Alternatives to RDMIX
RDMIX has a PortfoliosLab risk / return rank of 77. There are 23 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 | RDMIX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | RDMIX vs PAAIX | |
| AQR Diversifying Strategies Fund Class N | 94 | — | Jun 2020 | RDMIX vs QDSNX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | RDMIX vs PASAX | |
| Donoghue Forlines Dividend Fund | 94 | — | Nov 2013 | RDMIX vs PWDIX |
Top Performing RDMIX Alternatives (YTD)
RDMIX is at 11.95% YTD. There are 14 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.02% | — | Sep 2019 | RDMIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.64% | — | Dec 2016 | RDMIX vs MOJOX | |
| Teberg Fund | 23.20% | — | Mar 2002 | RDMIX vs TEBRX | |
| Potomac Defensive Bull Fund | 22.60% | — | Jun 2020 | RDMIX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 20.34% | — | Feb 2019 | RDMIX vs PDX |
Lowest Volatility Alternatives to RDMIX
RDMIX has 11.22% 1-year volatility. There are 50 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.55% | — | Aug 2012 | RDMIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | RDMIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | RDMIX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | RDMIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.22% | — | Sep 2002 | RDMIX vs HSTRX |
Lowest Drawdown Alternatives to RDMIX
RDMIX has a 1-year max drawdown of -6.10%. There are 33 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 | RDMIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | RDMIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | RDMIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.54% | — | Sep 2002 | RDMIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | RDMIX vs ASTIX |
Other Mutual Funds from Rational Funds
The 4 most viewed Rational Funds mutual funds shown here include RFXIX, HRSTX, HDCTX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rational Special Situations Income Fund | Multisector Bonds | 98 | 2.28% | — | Jul 2019 | RDMIX vs RFXIX | |
| Rational Tactical Return Fund | Options Trading | 69 | 6.89% | — | Apr 2007 | RDMIX vs HRSTX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 51 | 8.57% | — | Feb 2001 | RDMIX vs HDCTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 51 | 10.39% | — | Dec 2019 | RDMIX vs PBXIX |
Often Compared With RDMIX
Investors most often compare RDMIX with REMIX, RSST, EGRAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare RDMIX with Any Fund or Stock
Compare RDMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RDMIX with funds that move differently
Rational/ReSolve Adaptive Asset Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RDMIX.
Explore RDMIX Diversifiers