PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFJDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFJDX
PFJDX charges 2.05% annually. There are 524 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PFJDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PFJDX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PFJDX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PFJDX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | PFJDX vs FYMIX |
Best Risk-Adjusted Alternatives to PFJDX
PFJDX has a PortfoliosLab risk / return rank of 42. There are 438 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PFJDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PFJDX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PFJDX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | PFJDX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | PFJDX vs AYBLX |
Top Performing PFJDX Alternatives (YTD)
PFJDX is at 6.13% YTD. There are 315 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | PFJDX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | PFJDX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | PFJDX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | PFJDX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | PFJDX vs TIBIX |
Lowest Volatility Alternatives to PFJDX
PFJDX has 9.42% 1-year volatility. There are 352 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PFJDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | PFJDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | PFJDX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PFJDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PFJDX vs CSTAX |
Lowest Drawdown Alternatives to PFJDX
PFJDX has a 1-year max drawdown of -7.17%. There are 365 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PFJDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PFJDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PFJDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PFJDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PFJDX vs CSTAX |
Other Mutual Funds from The Pacific Financial Group
The 8 most viewed The Pacific Financial Group mutual funds shown here include PFFFX, PFADX, PFSEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG Equity Index Focused Strategy Fund | Global Equities | 60 | 11.62% | — | Apr 2020 | PFJDX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 49 | 2.56% | — | Dec 2017 | PFJDX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 41 | 9.60% | — | Dec 2017 | PFJDX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 31 | 8.88% | — | Dec 2017 | PFJDX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.51% | — | Dec 2017 | PFJDX vs PFTEX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 42 | 4.66% | — | Apr 2020 | PFJDX vs PFTSX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 20 | -0.35% | — | Dec 2017 | PFJDX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 57 | 14.44% | — | Apr 2020 | PFJDX vs PFFSX |
Often Compared With PFJDX
Investors most often compare PFJDX with VYM, BERIX, BWBIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PFJDX with Any Fund or Stock
Compare PFJDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFJDX with funds that move differently
PFG JP Morgan Tactical Moderate Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFJDX.
Explore PFJDX Diversifiers