PFG Active Core Bond Strategy Fund (PFDOX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFDOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFDOX
PFDOX charges 2.03% annually. There are 86 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | PFDOX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | PFDOX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | PFDOX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | PFDOX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | PFDOX vs MOFIX |
Best Risk-Adjusted Alternatives to PFDOX
PFDOX has a PortfoliosLab risk / return rank of 17. There are 76 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | PFDOX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | PFDOX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | PFDOX vs BWDTX | |
| Rational Special Situations Income Fund | 98 | — | Jul 2019 | PFDOX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | PFDOX vs CBLDX |
Top Performing PFDOX Alternatives (YTD)
PFDOX is at -0.23% YTD. There are 76 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.36% | — | Jan 2011 | PFDOX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | PFDOX vs LFLIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | PFDOX vs NWXHX | |
| Eaton Vance Strategic Income Fund Class I | 2.33% | — | Apr 2009 | PFDOX vs ESIIX | |
| Nationwide Strategic Income A | 2.22% | — | Nov 2015 | PFDOX vs NWXEX |
Lowest Volatility Alternatives to PFDOX
PFDOX has 3.78% 1-year volatility. There are 59 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.19% | — | Nov 2015 | PFDOX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | PFDOX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | PFDOX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | PFDOX vs CBLDX | |
| Rational Special Situations Income Fund | 1.40% | — | Jul 2019 | PFDOX vs RFXIX |
Lowest Drawdown Alternatives to PFDOX
PFDOX has a 1-year max drawdown of -3.40%. There are 65 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | PFDOX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | PFDOX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | PFDOX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | PFDOX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | PFDOX vs BWDTX |
Other Mutual Funds from The Pacific Financial Group
The 8 most viewed The Pacific Financial Group mutual funds shown here include PFJDX, PFFFX, PFADX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 44 | 6.30% | — | Mar 2018 | PFDOX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 62 | 11.56% | — | Apr 2020 | PFDOX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 41 | 2.67% | — | Dec 2017 | PFDOX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 48 | 9.89% | — | Dec 2017 | PFDOX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 28 | 7.59% | — | Dec 2017 | PFDOX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 53 | 9.23% | — | Dec 2017 | PFDOX vs PFTEX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 47 | 4.93% | — | Apr 2020 | PFDOX vs PFTSX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 61 | 13.56% | — | Apr 2020 | PFDOX vs PFFSX |
Often Compared With PFDOX
Investors most often compare PFDOX with JSVIX, BWG, CRMVX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PFDOX with Any Fund or Stock
Compare PFDOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFDOX with funds that move differently
PFG Active Core Bond Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFDOX.
Explore PFDOX Diversifiers