Tactical Growth Allocation Fund (TFAFX) belongs to the Multistrategy category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TFAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFAFX
TFAFX charges 1.96% annually. There are 38 mutual funds in the Multistrategy category with lower expense ratios, going as low as 0.18%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 0.18% | — | Dec 2015 | TFAFX vs RMDFX | |
| Symmetry Panoramic Alternatives Fund | 0.50% | — | Nov 2018 | TFAFX vs SPATX | |
| Morgan Stanley Pathway Funds Alternative Strategie... | 0.59% | — | Feb 2018 | TFAFX vs TALTX | |
| GMO Alternative Allocation Fund | 0.61% | — | May 2019 | TFAFX vs GAAVX | |
| John Hancock Funds Alternative Asset Allocation Fu... | 0.72% | — | Jan 2009 | TFAFX vs JAAAX |
Best Risk-Adjusted Alternatives to TFAFX
TFAFX has a PortfoliosLab risk / return rank of 35. There are 40 mutual funds in the Multistrategy category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Stone Ridge Reinsurance Risk Premium Interval Fund | 100 | — | Dec 2013 | TFAFX vs SRRIX | |
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | TFAFX vs ARBIX | |
| Strategic Advisers Alternatives Fund | 99 | — | Jul 2022 | TFAFX vs FSLTX | |
| AQR Diversified Arbitrage Fund Class I | 99 | — | Jan 2009 | TFAFX vs ADAIX | |
| Blackstone Alternative Multi-Strategy Fund | 99 | — | Jun 2014 | TFAFX vs BXMIX |
Top Performing TFAFX Alternatives (YTD)
TFAFX is at 6.80% YTD. There are 20 mutual funds in the Multistrategy category with higher YTD returns, going as high as 18.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Alternative Risk Premia R6 | 18.48% | — | Sep 2017 | TFAFX vs QRPRX | |
| AQR Alternative Risk Premia Fund | 18.34% | — | Sep 2017 | TFAFX vs QRPIX | |
| AQR Alternative Risk Premia Fund Class N | 18.26% | — | Sep 2017 | TFAFX vs QRPNX | |
| AQR Style Premia Alternative R6 | 12.97% | — | Sep 2014 | TFAFX vs QSPRX | |
| AQR Style Premia Alternative Fund | 12.95% | — | Oct 2013 | TFAFX vs QSPIX |
Lowest Volatility Alternatives to TFAFX
TFAFX has 13.60% 1-year volatility. There are 46 mutual funds in the Multistrategy category with lower 1-year volatility, going as low as 1.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.24% | — | Aug 2017 | TFAFX vs ARBIX | |
| AQR Diversified Arbitrage Fund Class N | 1.42% | — | Jan 2009 | TFAFX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | 1.42% | — | Jan 2009 | TFAFX vs ADAIX | |
| T. Rowe Price Multi-Strategy Total Return Fund | 1.68% | — | Feb 2018 | TFAFX vs TMSRX | |
| Strategic Advisers Alternatives Fund | 2.18% | — | Jul 2022 | TFAFX vs FSLTX |
Lowest Drawdown Alternatives to TFAFX
TFAFX has a 1-year max drawdown of -9.30%. There are 45 mutual funds in the Multistrategy category with shallower 1-year drawdowns, going as shallow as -0.39%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Diversified Arbitrage Fund Class N | -0.39% | — | Jan 2009 | TFAFX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | -0.46% | — | Jan 2009 | TFAFX vs ADAIX | |
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | — | Aug 2017 | TFAFX vs ARBIX | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | -0.55% | — | Dec 2013 | TFAFX vs SRRIX | |
| T. Rowe Price Multi-Strategy Total Return Fund | -0.83% | — | Feb 2018 | TFAFX vs TMSRX |
Other Mutual Funds from Tactical Fund Advisors
The 2 most viewed Tactical Fund Advisors mutual funds shown here include TFAZX, TFAQX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TFA Tactical Income Fund | Nontraditional Bonds | 32 | 2.00% | — | Jun 2019 | TFAFX vs TFAZX | |
| TFA Quantitative Fund | Tactical Allocation | 36 | 10.01% | — | May 2020 | TFAFX vs TFAQX |
Often Compared With TFAFX
Investors most often compare TFAFX with ^VIX, QSPNX, GFSYX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CBOE Volatility Index | 17 | 30.37% | — | — | TFAFX vs ^VIX | ||
| AQR Style Premia Alternative Fund Class N | Multistrategy | 51 | 12.90% | — | Oct 2013 | TFAFX vs QSPNX | |
| GuideStone Funds Strategic Alternatives Fund | Multistrategy | 50 | 1.00% | — | Jun 2017 | TFAFX vs GFSYX | |
| FS Credit Income Fund Class I | Multistrategy | 97 | 2.72% | — | Nov 2017 | TFAFX vs FCRIX | |
| Stone Ridge High Yield Reinsurance Risk Premium Fu... | Multistrategy | 98 | 1.91% | — | Feb 2013 | TFAFX vs SHRIX | |
| 1290 Multi-Alternative Strategies Fund | Multistrategy | 83 | 9.29% | — | Jul 2015 | TFAFX vs TNMIX | |
| Allspring Alternative Risk Premia Fund | Multistrategy | 95 | 9.08% | — | Jan 2019 | TFAFX vs WRPIX | |
| AlphaCentric Symmetry Strategy Fund Class I | Multistrategy | 65 | 7.60% | — | Aug 2019 | TFAFX vs SYMIX | |
| Abbey Capital Multi Asset Fund Class I | Multistrategy | 82 | 11.41% | — | Apr 2018 | TFAFX vs MAFIX |
Compare TFAFX with Any Fund or Stock
Compare TFAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFAFX with funds that move differently
Tactical Growth Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFAFX.
Explore TFAFX Diversifiers