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 388 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | PFFSX vs VSMPX |
Best Risk-Adjusted Alternatives to PFFSX
PFFSX has a PortfoliosLab risk / return rank of 64. There are 134 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | PFFSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | PFFSX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | PFFSX vs POSKX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | PFFSX vs DHAMX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | PFFSX vs GTLOX |
Top Performing PFFSX Alternatives (YTD)
PFFSX is at 14.66% YTD. There are 26 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.81% | 15.30B | Dec 2004 | PFFSX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | PFFSX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.23% | — | Dec 2015 | PFFSX vs RESGX | |
| Archer Multi Cap Fund | 26.58% | — | Dec 2019 | PFFSX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.32% | — | Jan 1995 | PFFSX vs IGIAX |
Lowest Volatility Alternatives to PFFSX
PFFSX has 13.43% 1-year volatility. There are 327 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | PFFSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | PFFSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | PFFSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.93% | — | Jul 2012 | PFFSX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | PFFSX vs FULVX |
Lowest Drawdown Alternatives to PFFSX
PFFSX has a 1-year max drawdown of -10.11%. There are 277 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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, 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 | 45 | 6.21% | — | Mar 2018 | PFFSX vs PFJDX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 48 | 3.08% | — | Dec 2017 | PFFSX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 46 | 9.67% | — | Dec 2017 | PFFSX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 27 | 7.27% | — | Dec 2017 | PFFSX vs PFSMX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 60 | 11.56% | — | Apr 2020 | PFFSX vs PFFFX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 47 | 4.56% | — | Apr 2020 | PFFSX vs PFTSX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 52 | 9.23% | — | Dec 2017 | PFFSX vs PFTEX | |
| 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 FEQHX, FNSTX, GQEIX. These 20 comparison targets span 3 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