PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PFJDX
PFJDX charges 2.05% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PFJDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PFJDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PFJDX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PFJDX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PFJDX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PFJDX vs MAANX |
Best Risk-Adjusted Alternatives to PFJDX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PFJDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PFJDX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PFJDX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PFJDX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PFJDX vs PMAIX |
Top Performing PFJDX Alternatives (YTD)
PFJDX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PFJDX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PFJDX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PFJDX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PFJDX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PFJDX vs CONWX |
Lowest Volatility Alternatives to PFJDX
PFJDX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PFJDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PFJDX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PFJDX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PFJDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PFJDX vs SICIX |
Lowest Drawdown Alternatives to PFJDX
PFJDX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PFJDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PFJDX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PFJDX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PFJDX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PFJDX vs SICIX |
Other Mutual Funds from The Pacific Financial Group
Most popular The Pacific Financial Group mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 38 | -6.26% | Dec 10, 2017 | PFJDX vs PFSEX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 48 | -5.31% | Apr 30, 2020 | PFJDX vs PFFFX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 24 | -3.74% | Dec 10, 2017 | PFJDX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 43 | -4.33% | Dec 10, 2017 | PFJDX vs PFTEX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 67 | 0.82% | Dec 10, 2017 | PFJDX vs PFADX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 54 | -3.17% | Apr 30, 2020 | PFJDX vs PFTSX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 38 | -1.27% | Dec 10, 2017 | PFJDX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 32 | -6.93% | Apr 30, 2020 | PFJDX vs PFFSX |
Often Compared With PFJDX
What investors most often compare with PFJDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | PFJDX vs VYM | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PFJDX vs QBDSX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | PFJDX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PFJDX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PFJDX vs WWWEX |
Compare PFJDX with Any Fund or Stock
Compare PFJDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.