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 84 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 20. There are 77 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 | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | PFDOX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | PFDOX vs ICMUX |
Top Performing PFDOX Alternatives (YTD)
PFDOX is at -0.12% YTD. There are 76 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.22% | — | Jan 2011 | PFDOX vs ACP | |
| Saba Capital Income & Opportunities Fund | 3.83% | — | Dec 1987 | PFDOX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.82% | — | May 2016 | PFDOX vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | PFDOX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.29% | — | Nov 2015 | PFDOX vs NWXHX |
Lowest Volatility Alternatives to PFDOX
PFDOX has 3.79% 1-year volatility. There are 59 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.16% | — | Nov 2015 | PFDOX vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | PFDOX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | PFDOX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | PFDOX vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | 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, PFADX, PFSEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 49 | 6.88% | — | Mar 2018 | PFDOX vs PFJDX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 52 | 3.38% | — | Dec 2017 | PFDOX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 49 | 10.53% | — | Dec 2017 | PFDOX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 29 | 8.02% | — | Dec 2017 | PFDOX vs PFSMX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 49 | 5.03% | — | Apr 2020 | PFDOX vs PFTSX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 64 | 12.50% | — | Apr 2020 | PFDOX vs PFFFX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.89% | — | Dec 2017 | PFDOX vs PFTEX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 66 | 15.18% | — | Apr 2020 | PFDOX vs PFFSX |
Often Compared With PFDOX
Investors most often compare PFDOX with JSVIX, BWG, CRMVX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Easterly Income Opportunities Fund | Multisector Bonds | 79 | 0.37% | — | Aug 2018 | PFDOX vs JSVIX | |
| BrandywineGLOBAL Global Income Opportunities Fund | Multisector Bonds | 11 | -0.48% | — | Mar 2012 | PFDOX vs BWG | |
| Potomac Managed Volatility Fund | Multisector Bonds | 70 | 2.22% | — | Jun 2020 | PFDOX vs CRMVX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 70 | 0.73% | — | Jun 2021 | PFDOX vs CBRDX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 92 | 2.18% | — | Apr 2009 | PFDOX vs ESIIX | |
| Axonic Strategic Income Fund | Multisector Bonds | 87 | 1.94% | — | Dec 2019 | PFDOX vs AXSIX | |
| Muzinich Low Duration Fund | Multisector Bonds | 89 | 1.32% | — | Jun 2016 | PFDOX vs MZLSX | |
| T. Rowe Price Spectrum Income Fund | Multisector Bonds | 86 | 1.36% | — | Jun 1990 | PFDOX vs RPSIX | |
| Eaton Vance Strategic Income Fund Class I | Multisector Bonds | 90 | 2.19% | — | Jan 1998 | PFDOX vs ETSIX | |
| Western Asset Diversified Income Fund | Multisector Bonds | 4 | 1.58% | — | Jun 2021 | PFDOX vs WDI |
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