TFA Tactical Income Fund (TFAZX) 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 TFAZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFAZX
TFAZX charges 1.97% annually. There are 67 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | TFAZX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | TFAZX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | TFAZX vs SUBFX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | TFAZX vs FPFIX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | TFAZX vs PUTIX |
Best Risk-Adjusted Alternatives to TFAZX
TFAZX has a PortfoliosLab risk / return rank of 35. There are 57 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | TFAZX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | TFAZX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | TFAZX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | TFAZX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | TFAZX vs DFLEX |
Top Performing TFAZX Alternatives (YTD)
TFAZX is at 2.48% YTD. There are 8 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | TFAZX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | TFAZX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | TFAZX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | TFAZX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | TFAZX vs APFPX |
Lowest Volatility Alternatives to TFAZX
TFAZX has 4.99% 1-year volatility. There are 67 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | TFAZX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | TFAZX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | TFAZX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | TFAZX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | TFAZX vs BGCIX |
Lowest Drawdown Alternatives to TFAZX
TFAZX has a 1-year max drawdown of -3.84%. There are 66 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | TFAZX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | TFAZX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | TFAZX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | TFAZX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | TFAZX vs PADZX |
Other Mutual Funds from Tactical Fund Advisors
The 2 most viewed Tactical Fund Advisors mutual funds shown here include TFAFX, TFAQX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tactical Growth Allocation Fund | Multistrategy | 41 | 8.11% | — | Jun 2019 | TFAZX vs TFAFX | |
| TFA Quantitative Fund | Tactical Allocation | 37 | 10.45% | — | May 2020 | TFAZX vs TFAQX |
Often Compared With TFAZX
Investors most often compare TFAZX with MWTIX, AFLIX, RPIEX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Class I | Total Bond Market | 20 | 0.24% | — | — | TFAZX vs MWTIX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | TFAZX vs AFLIX | |
| T. Rowe Price Dynamic Global Bond Fund | Nontraditional Bonds | 18 | 2.75% | — | Jan 2015 | TFAZX vs RPIEX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 2.36% | — | Sep 2008 | TFAZX vs TTRZX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.43% | — | Sep 2013 | TFAZX vs WAVLX | |
| Toews Unconstrained Income Fund | Nontraditional Bonds | 49 | 0.38% | — | Aug 2013 | TFAZX vs TUIFX |
Compare TFAZX with Any Fund or Stock
Compare TFAZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFAZX with funds that move differently
TFA Tactical Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFAZX.
Explore TFAZX Diversifiers