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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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: The Pacific Financial Group
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
PFADX
PFG BNY Mellon Diversifier Strategy FundGlobal AllocationDec 10, 20172.05%
6.06%
—0.98%
PFDOX
PFG Active Core Bond Strategy FundMultisector BondsDec 10, 20172.03%
4.76%
—2.78%
PFESX
PFG BR Equity ESG Strategy FundLarge Cap Blend EquitiesApr 30, 20202.04%
14.89%
—0.00%
PFFFX
PFG Equity Index Focused Strategy FundGlobal EquitiesApr 30, 20202.02%
13.67%
—3.24%
PFFSX
PFG Sector Equity Business Cycle Strategy FundLarge Cap Blend EquitiesApr 30, 20202.03%
12.29%
—2.14%
PFGGX
PFG American Funds Growth Strategy FundLarge Cap Growth EquitiesApr 30, 20202.03%
14.53%
—0.33%
PFJDX
PFG JP Morgan Tactical Moderate Strategy FundDiversified PortfolioMar 14, 20182.05%
10.43%
—0.47%
PFSEX
PFG JP Morgan Tactical Aggressive Strategy FundGlobal EquitiesDec 10, 20172.05%
13.39%
—0.00%
PFSMX
PFG MFS Aggressive Growth Strategy FundGlobal EquitiesDec 10, 20172.05%
11.71%
—2.83%
PFTEX
PFG Meeder Tactical Strategy FundTactical AllocationDec 10, 20172.05%
13.34%
—1.97%
PFTSX
PFG Tactical Income Strategy FundDiversified PortfolioApr 30, 20202.03%
7.55%
—2.07%

1–11 of 11

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.
0%Annualized Volatility0%Annualized Return

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