PFG Sector Equity Business Cycle Strategy Fund (PFFSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFFSX
PFFSX charges 2.03% annually. There are 395 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PFFSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PFFSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PFFSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PFFSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PFFSX vs SSSYX |
Best Risk-Adjusted Alternatives to PFFSX
PFFSX has a PortfoliosLab risk / return rank of 57. There are 202 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | PFFSX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | PFFSX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | PFFSX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PFFSX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | PFFSX vs VPMAX |
Top Performing PFFSX Alternatives (YTD)
PFFSX is at 14.44% YTD. There are 34 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | PFFSX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | PFFSX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | PFFSX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | PFFSX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | PFFSX vs VPMAX |
Lowest Volatility Alternatives to PFFSX
PFFSX has 13.98% 1-year volatility. There are 321 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | PFFSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | PFFSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | PFFSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | PFFSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | PFFSX vs JEPIX |
Lowest Drawdown Alternatives to PFFSX
PFFSX has a 1-year max drawdown of -10.11%. There are 278 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | PFFSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PFFSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PFFSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PFFSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PFFSX vs QUERX |
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 | 42 | 6.13% | — | Mar 2018 | PFFSX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 60 | 11.62% | — | Apr 2020 | PFFSX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 49 | 2.56% | — | Dec 2017 | PFFSX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 41 | 9.60% | — | Dec 2017 | PFFSX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 31 | 8.88% | — | Dec 2017 | PFFSX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.51% | — | Dec 2017 | PFFSX vs PFTEX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 42 | 4.66% | — | Apr 2020 | PFFSX vs PFTSX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 20 | -0.35% | — | Dec 2017 | PFFSX vs PFDOX |
Often Compared With PFFSX
Investors most often compare PFFSX with FNSTX, PAGDX, DHAMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PFFSX with Any Fund or Stock
Compare PFFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFFSX with funds that move differently
PFG Sector Equity Business Cycle Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFFSX.
Explore PFFSX Diversifiers