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 4. There are 76 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | VTAIX vs ASTIX | |
| PIMCO All Asset Fund | 92 | — | Nov 2002 | VTAIX vs PAAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | VTAIX vs MOJOX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | VTAIX vs GTAIX | |
| Invesco Balanced-Risk Allocation Fund | 91 | — | Jun 2009 | VTAIX vs ABRYX |
Top Performing VTAIX Alternatives (YTD)
VTAIX is at 0.28% YTD. There are 75 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 46.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 46.02% | — | Sep 2019 | VTAIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.96% | — | Dec 2016 | VTAIX vs MOJOX | |
| Teberg Fund | 30.01% | — | Mar 2002 | VTAIX vs TEBRX | |
| Quantified STF Fund | 25.47% | — | Nov 2015 | VTAIX vs QSTFX | |
| Canterbury Portfolio Thermostat Fund | 19.05% | — | Aug 2016 | VTAIX vs CAPTX |
Lowest Volatility Alternatives to VTAIX
VTAIX has 9.52% 1-year volatility. There are 39 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.49% | — | Aug 2012 | VTAIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.66% | — | Apr 2012 | VTAIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.79% | — | Jul 2014 | VTAIX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.76% | — | Aug 2004 | VTAIX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.77% | — | — | VTAIX vs HFSAX |
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 | -2.42% | — | Sep 2002 | VTAIX vs HSTRX | |
| AQR Diversifying Strategies Fund Class N | -2.42% | — | Jun 2020 | VTAIX vs QDSNX |
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 | 42 | 32.85% | — | Oct 2019 | VTAIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | VTAIX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -5.63% | — | Mar 2018 | VTAIX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 11 | 9.46% | — | Oct 1996 | VTAIX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 2.43% | — | Oct 1995 | VTAIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | 0.50% | — | Jun 2009 | VTAIX vs VIMCX | |
| The Merger Fund | Event Driven | 98 | 1.45% | — | Jan 1989 | VTAIX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 0.37% | — | Sep 1940 | VTAIX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 40 | 17.94% | — | Mar 1995 | VTAIX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -5.26% | — | Jun 2006 | VTAIX vs PXSGX |
Often Compared With VTAIX
Investors most often compare VTAIX with ABRZX, STCIX, RQEIX. These 7 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 90 | 17.28% | — | Jun 2009 | VTAIX vs ABRZX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 11 | -2.00% | — | Jun 1992 | VTAIX vs STCIX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 86 | 6.56% | — | Dec 2013 | VTAIX vs RQEIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | VTAIX vs UPAAX | |
| Vanguard LifeStrategy Growth Fund | Diversified Portfolio | 66 | 8.75% | 27.10B | Sep 1994 | VTAIX vs VASGX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 6 | 14.17% | — | Feb 2019 | VTAIX vs PDX | |
| Potomac Defensive Bull Fund | Tactical Allocation | 90 | 16.74% | — | Jun 2020 | VTAIX vs CRDBX |
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