Virtus Tactical Allocation Fund Class I (VTAIX) 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 VTAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTAIX
VTAIX charges 0.76% annually. There are 9 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 | VTAIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | VTAIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | VTAIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | VTAIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | VTAIX vs GPIFX |
Best Risk-Adjusted Alternatives to VTAIX
VTAIX has a PortfoliosLab risk / return rank of 5. There are 76 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | VTAIX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | VTAIX vs ABRYX | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | VTAIX vs ASTIX | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | VTAIX vs PAAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | VTAIX vs ABRZX |
Top Performing VTAIX Alternatives (YTD)
VTAIX is at 1.95% YTD. There are 70 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.00% | — | Sep 2019 | VTAIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.31% | — | Dec 2016 | VTAIX vs MOJOX | |
| Teberg Fund | 25.67% | — | Mar 2002 | VTAIX vs TEBRX | |
| Quantified STF Fund | 22.82% | — | Nov 2015 | VTAIX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.10% | — | Jun 2020 | VTAIX vs CRDBX |
Lowest Volatility Alternatives to VTAIX
VTAIX has 9.58% 1-year volatility. There are 35 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | VTAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.72% | — | Apr 2012 | VTAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | VTAIX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | VTAIX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | VTAIX vs SFHYX |
Lowest Drawdown Alternatives to VTAIX
VTAIX has a 1-year max drawdown of -10.12%. There are 66 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 | VTAIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | VTAIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | VTAIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | VTAIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | VTAIX vs ASTIX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 29 | 25.85% | — | Oct 2019 | VTAIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | VTAIX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.24% | — | Mar 2018 | VTAIX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 9 | 8.88% | — | Oct 1996 | VTAIX vs PKSFX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 1.15% | — | Jun 2009 | VTAIX vs VIMCX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 4.85% | — | Oct 1995 | VTAIX vs PSTAX | |
| The Merger Fund | Event Driven | 97 | 1.74% | — | Jan 1989 | VTAIX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.83% | — | Jun 2006 | VTAIX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 40 | 14.90% | — | Dec 2010 | VTAIX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | VTAIX vs NAINX |
Often Compared With VTAIX
Investors most often compare VTAIX with HFSAX, QDSNX, STCIX. These 13 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare VTAIX with Any Fund or Stock
Compare VTAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTAIX with funds that move differently
Virtus Tactical Allocation Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTAIX.
Explore VTAIX Diversifiers