The Pacific Financial Group Mutual Funds List
Here you can find all mutual funds issued by The Pacific Financial Group and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 2.04%
- Avg. 1 Year Return
- 12.86%
- Avg. 5 Year Return
- 6.33%
- Median Risk/Return Score
- 40 / 100
The Pacific Financial Group Mutual Funds List
9 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | Dec 10, 2017 | 2.05% | 2.46% | — | 2.40% | 51 | ||||||||
| PFG Active Core Bond Strategy Fund | Multisector Bonds | Dec 10, 2017 | 2.03% | -0.92% | — | 2.82% | 15 | ||||||||
| PFG Equity Index Focused Strategy Fund | Global Equities | Apr 30, 2020 | 2.02% | 10.19% | — | 3.19% | 60 | ||||||||
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | Apr 30, 2020 | 2.03% | 11.64% | — | 15.40% | 48 | ||||||||
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | Mar 14, 2018 | 2.05% | 4.70% | — | 5.69% | 37 | ||||||||
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | Dec 10, 2017 | 2.05% | 7.82% | — | 16.10% | 39 | ||||||||
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | Dec 10, 2017 | 2.05% | 8.88% | — | 8.75% | 35 | ||||||||
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | Dec 10, 2017 | 2.05% | 9.13% | — | 8.66% | 59 | ||||||||
| PFG Tactical Income Strategy Fund | Diversified Portfolio | Apr 30, 2020 | 2.03% | 3.91% | — | 1.68% | 40 |
Explore top The Pacific Financial Group Mutual Fund Categories and Asset Classes
The Pacific Financial Group Equity Mutual fundsThe Pacific Financial Group Multi-Asset Mutual fundsThe Pacific Financial Group Bond Mutual fundsThe Pacific Financial Group Global Equities Mutual fundsThe Pacific Financial Group Diversified Portfolio Mutual fundsThe Pacific Financial Group Global Allocation Mutual fundsThe Pacific Financial Group Large Cap Blend Equities Mutual fundsThe Pacific Financial Group Multisector Bonds Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best The Pacific Financial Group Mutual funds by Risk/Return Score
The top The Pacific Financial Group Mutual funds by PortfoliosLab Risk/Return Score are PFFFX (60) and PFTEX (59).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| PFG Equity Index Focused Strategy Fund | 60 | — | Apr 2020 | |
| PFG Meeder Tactical Strategy Fund | 59 | — | Dec 2017 | |
| PFG BNY Mellon Diversifier Strategy Fund | 51 | — | Dec 2017 | |
| PFG Sector Equity Business Cycle Strategy Fund | 48 | — | Apr 2020 | |
| PFG Tactical Income Strategy Fund | 40 | — | Apr 2020 |
Best-Performing The Pacific Financial Group Mutual funds Over 5 Years
The top The Pacific Financial Group Mutual funds is PFFSX (14.15%).
Across the lineup, The Pacific Financial Group Mutual funds show an average 1-year return of 12.86% and an average 5-year return of 6.33%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| PFG Sector Equity Business Cycle Strategy Fund | 14.15% | — | Apr 2020 | |
| PFG Equity Index Focused Strategy Fund | 10.86% | — | Apr 2020 | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | 8.32% | — | Dec 2017 | |
| PFG MFS Aggressive Growth Strategy Fund | 7.74% | — | Dec 2017 | |
| PFG Meeder Tactical Strategy Fund | 6.92% | — | Dec 2017 |
Lowest-Cost The Pacific Financial Group Mutual funds
The top The Pacific Financial Group Mutual funds is PFFFX (2.02%).
With an average expense ratio of 2.04%, The Pacific Financial Group Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| PFG Equity Index Focused Strategy Fund | 2.02% | — | Apr 2020 | |
| PFG Active Core Bond Strategy Fund | 2.03% | — | Dec 2017 | |
| PFG Sector Equity Business Cycle Strategy Fund | 2.03% | — | Apr 2020 | |
| PFG Tactical Income Strategy Fund | 2.03% | — | Apr 2020 | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | 2.05% | — | Dec 2017 |
Highest-Yield The Pacific Financial Group Mutual funds
The top The Pacific Financial Group Mutual funds is PFSEX (16.10%).
Across the lineup, The Pacific Financial Group Mutual funds show an average dividend yield of 7.19%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| PFG JP Morgan Tactical Aggressive Strategy Fund | 16.10% | — | Dec 2017 | |
| PFG Sector Equity Business Cycle Strategy Fund | 15.40% | — | Apr 2020 | |
| PFG MFS Aggressive Growth Strategy Fund | 8.75% | — | Dec 2017 | |
| PFG Meeder Tactical Strategy Fund | 8.66% | — | Dec 2017 | |
| PFG JP Morgan Tactical Moderate Strategy Fund | 5.69% | — | Mar 2018 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PFJDX vs. VYMPFJDX vs. AVEFXPFJDX vs. IOEZXPFJDX vs. TIBIXPFJDX vs. BERIXPFFFX vs. BRK-BPFFFX vs. GAOAXPFFFX vs. FGIAXPFFFX vs. MDGCXPFFFX vs. GLIFXPFADX vs. TRXAXPFADX vs. FESGXPFADX vs. CVLOXPFADX vs. TZINXPFADX vs. CENTXPFTSX vs. PTIAXPFTSX vs. TPDAXPFTSX vs. BERIXPFTSX vs. CSTAXPFTSX vs. BWBIXPFSEX vs. QQQPFSEX vs. FINVXPFSEX vs. AMZNPFSEX vs. JEPIPFSEX vs. HTGCPFSMX vs. GQFPXPFSMX vs. SSGLXPFSMX vs. GQRIXPFSMX vs. MFWIXPFSMX vs. FGIAXPFTEX vs. PAUIXPFTEX vs. HFSAXPFTEX vs. SIOAXPFTEX vs. ABRZXPFTEX vs. PBAIXPFDOX vs. JSVIXPFDOX vs. BWGPFDOX vs. CRMVXPFDOX vs. LCRDXPFDOX vs. AXSIXPFFSX vs. SVPFXPFFSX vs. FLCPXPFFSX vs. ORDNXPFFSX vs. FNSTXPFFSX vs. SGOIX