TFA Quantitative Fund (TFAQX) 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 TFAQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFAQX
TFAQX charges 1.98% 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | TFAQX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | TFAQX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | TFAQX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | TFAQX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | TFAQX vs GPIFX |
Best Risk-Adjusted Alternatives to TFAQX
TFAQX has a PortfoliosLab risk / return rank of 35. There are 63 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | TFAQX vs CRDBX | |
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | TFAQX vs ASTIX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | TFAQX vs GTAIX | |
| Teberg Fund | 91 | — | Mar 2002 | TFAQX vs TEBRX | |
| Donoghue Forlines Momentum Fund | 91 | — | Dec 2016 | TFAQX vs MOJOX |
Top Performing TFAQX Alternatives (YTD)
TFAQX is at 10.10% YTD. There are 22 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 51.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 51.74% | — | Sep 2019 | TFAQX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 41.68% | — | Dec 2016 | TFAQX vs MOJOX | |
| Teberg Fund | 31.92% | — | Mar 2002 | TFAQX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | TFAQX vs QSTFX | |
| Quantified Market Leaders Fund | 20.58% | — | Aug 2013 | TFAQX vs QMLFX |
Lowest Volatility Alternatives to TFAQX
TFAQX has 16.20% 1-year volatility. There are 70 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | TFAQX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.67% | — | Apr 2012 | TFAQX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | TFAQX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | TFAQX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.74% | — | — | TFAQX vs HFSAX |
Lowest Drawdown Alternatives to TFAQX
TFAQX has a 1-year max drawdown of -12.85%. There are 73 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 | TFAQX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | TFAQX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | TFAQX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | TFAQX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | TFAQX vs HSTRX |
Other Mutual Funds from Tactical Fund Advisors
The 2 most viewed Tactical Fund Advisors mutual funds shown here include TFAZX, TFAFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TFA Tactical Income Fund | Nontraditional Bonds | 33 | 2.00% | — | Jun 2019 | TFAQX vs TFAZX | |
| Tactical Growth Allocation Fund | Multistrategy | 33 | 6.87% | — | Jun 2019 | TFAQX vs TFAFX |
Often Compared With TFAQX
Investors most often compare TFAQX with ABRYX, ABRZX, PBAIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 90 | 18.31% | — | Jun 2009 | TFAQX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 89 | 18.14% | — | Jun 2009 | TFAQX vs ABRZX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 75 | 9.74% | — | Jun 1993 | TFAQX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.17% | — | Feb 2019 | TFAQX vs PDX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 87 | 8.43% | — | Apr 2008 | TFAQX vs PASAX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.60% | — | Nov 2002 | TFAQX vs PAAIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | TFAQX vs UPAAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 90 | 8.84% | — | Dec 2013 | TFAQX vs RQEIX |
Compare TFAQX with Any Fund or Stock
Compare TFAQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFAQX with funds that move differently
TFA Quantitative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFAQX.
Explore TFAQX Diversifiers