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 69 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 20. There are 71 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 | TFAQX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | TFAQX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | TFAQX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | TFAQX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | TFAQX vs PASAX |
Top Performing TFAQX Alternatives (YTD)
TFAQX is at 4.69% YTD. There are 60 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | TFAQX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | TFAQX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | TFAQX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | TFAQX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | TFAQX vs CRDBX |
Lowest Volatility Alternatives to TFAQX
TFAQX has 17.24% 1-year volatility. There are 72 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | TFAQX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | TFAQX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | TFAQX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | TFAQX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | TFAQX vs HSTRX |
Lowest Drawdown Alternatives to TFAQX
TFAQX has a 1-year max drawdown of -12.85%. There are 75 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 | |
| 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 | -2.48% | — | Sep 2002 | TFAQX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | TFAQX vs ASTIX |
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 | 19 | 0.35% | — | Jun 2019 | TFAQX vs TFAZX | |
| Tactical Growth Allocation Fund | Multistrategy | 24 | 4.79% | — | Jun 2019 | TFAQX vs TFAFX |
Often Compared With TFAQX
Investors most often compare TFAQX with HFSAX, ABRYX, ABRZX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
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