PFG BNY Mellon Diversifier Strategy Fund (PFADX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFADX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFADX
PFADX charges 2.05% annually. There are 72 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | PFADX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | PFADX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | PFADX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | PFADX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | PFADX vs JNSMX |
Best Risk-Adjusted Alternatives to PFADX
PFADX has a PortfoliosLab risk / return rank of 43. There are 69 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | PFADX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | PFADX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | PFADX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | PFADX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | PFADX vs PDSYX |
Top Performing PFADX Alternatives (YTD)
PFADX is at 2.36% YTD. There are 76 mutual funds in the Global Allocation category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 18.98% | — | Dec 2002 | PFADX vs TIBAX | |
| Calamos Global Total Return Fund | 17.25% | — | Oct 2005 | PFADX vs CGO | |
| Calamos Global Dynamic Income Fund | 16.99% | — | Jun 2007 | PFADX vs CHW | |
| Wilmington Real Asset Fund | 16.46% | — | Jun 2003 | PFADX vs WMRIX | |
| Nuveen Multi-Asset Income Fund | 15.72% | — | Nov 2021 | PFADX vs NMAI |
Lowest Volatility Alternatives to PFADX
PFADX has 4.42% 1-year volatility. There is 1 mutual fund in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | PFADX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | — | Mar 2011 | PFADX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | PFADX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | PFADX vs PMFYX | |
| MH Elite Income Fund of Funds | 6.25% | — | Aug 2011 | PFADX vs MHEIX |
Lowest Drawdown Alternatives to PFADX
PFADX has a 1-year max drawdown of -3.63%. There are 2 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | PFADX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | PFADX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | PFADX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | PFADX vs MSTGX | |
| MH Elite Income Fund of Funds | -4.54% | — | Aug 2011 | PFADX vs MHEIX |
Other Mutual Funds from The Pacific Financial Group
The 8 most viewed The Pacific Financial Group mutual funds shown here include PFJDX, PFFFX, PFTSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 35 | 5.04% | — | Mar 2018 | PFADX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 59 | 10.62% | — | Apr 2020 | PFADX vs PFFFX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 38 | 3.91% | — | Apr 2020 | PFADX vs PFTSX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 39 | 8.39% | — | Dec 2017 | PFADX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 35 | 8.88% | — | Dec 2017 | PFADX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.04% | — | Dec 2017 | PFADX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 12 | -1.27% | — | Dec 2017 | PFADX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 48 | 12.31% | — | Apr 2020 | PFADX vs PFFSX |
Often Compared With PFADX
Investors most often compare PFADX with TRXAX, FESGX, CVLOX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PFADX with Any Fund or Stock
Compare PFADX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFADX with funds that move differently
PFG BNY Mellon Diversifier Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFADX.
Explore PFADX Diversifiers