PFG Equity Index Focused Strategy Fund (PFFFX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFFFX
PFFFX charges 2.02% annually. There are 244 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PFFFX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PFFFX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PFFFX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | PFFFX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PFFFX vs UCEQX |
Best Risk-Adjusted Alternatives to PFFFX
PFFFX has a PortfoliosLab risk / return rank of 60. There are 90 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | PFFFX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | PFFFX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | PFFFX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | PFFFX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | PFFFX vs PGVFX |
Top Performing PFFFX Alternatives (YTD)
PFFFX is at 10.19% YTD. There are 124 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | PFFFX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | PFFFX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | PFFFX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | PFFFX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | PFFFX vs EPSYX |
Lowest Volatility Alternatives to PFFFX
PFFFX has 13.55% 1-year volatility. There are 96 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | PFFFX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | PFFFX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | PFFFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | PFFFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | PFFFX vs SVTAX |
Lowest Drawdown Alternatives to PFFFX
PFFFX has a 1-year max drawdown of -9.50%. There are 62 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | PFFFX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | PFFFX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PFFFX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PFFFX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PFFFX vs SGMAX |
Other Mutual Funds from The Pacific Financial Group
The 8 most viewed The Pacific Financial Group mutual funds shown here include PFJDX, PFADX, PFTSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 37 | 4.70% | — | Mar 2018 | PFFFX vs PFJDX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 51 | 2.46% | — | Dec 2017 | PFFFX vs PFADX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 40 | 3.91% | — | Apr 2020 | PFFFX vs PFTSX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 39 | 7.82% | — | Dec 2017 | PFFFX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 35 | 8.88% | — | Dec 2017 | PFFFX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 59 | 9.13% | — | Dec 2017 | PFFFX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 15 | -0.92% | — | Dec 2017 | PFFFX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 48 | 11.64% | — | Apr 2020 | PFFFX vs PFFSX |
Often Compared With PFFFX
Investors most often compare PFFFX with BRK-B, GAOAX, FGIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PFFFX with Any Fund or Stock
Compare PFFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFFFX with funds that move differently
PFG Equity Index Focused Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFFFX.
Explore PFFFX Diversifiers