PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) Alternatives
PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) 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 PFSEX. 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 PFSEX
PFSEX charges 2.05% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among PFSEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | PFSEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | PFSEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | PFSEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | PFSEX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | PFSEX vs VMNVX |
Best Risk-Adjusted Alternatives to PFSEX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | PFSEX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | PFSEX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | PFSEX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | PFSEX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | PFSEX vs GLIFX |
Top Performing PFSEX Alternatives (YTD)
PFSEX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | PFSEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | PFSEX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | PFSEX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | PFSEX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | PFSEX vs GQRIX |
Lowest Volatility Alternatives to PFSEX
PFSEX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | PFSEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | PFSEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | PFSEX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | PFSEX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | PFSEX vs GLIFX |
Lowest Drawdown Alternatives to PFSEX
PFSEX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | PFSEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | PFSEX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | PFSEX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | PFSEX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | PFSEX vs FGIAX |
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 Moderate Strategy Fund | Diversified Portfolio | 37 | -4.37% | Mar 14, 2018 | PFSEX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 48 | -5.31% | Apr 30, 2020 | PFSEX vs PFFFX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 24 | -3.74% | Dec 10, 2017 | PFSEX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 43 | -4.33% | Dec 10, 2017 | PFSEX vs PFTEX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 67 | 0.82% | Dec 10, 2017 | PFSEX vs PFADX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 54 | -3.17% | Apr 30, 2020 | PFSEX vs PFTSX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 38 | -1.27% | Dec 10, 2017 | PFSEX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 32 | -6.93% | Apr 30, 2020 | PFSEX vs PFFSX |
Often Compared With PFSEX
What investors most often compare with PFSEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PFSEX vs QQQ | |
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | PFSEX vs JEPI | |
| Amazon.com, Inc | 50 | -9.77% | — | PFSEX vs AMZN | ||
| Hercules Capital, Inc. | 17 | -18.99% | — | PFSEX vs HTGC | ||
| Fidelity Series International Value Fund | Foreign Large Cap Equities | 79 | -1.35% | Dec 3, 2009 | PFSEX vs FINVX | |
| NVIDIA Corporation | 83 | -6.48% | — | PFSEX vs NVDA | ||
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | PFSEX vs XLK | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | PFSEX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | PFSEX vs GAOAX |
Compare PFSEX with Any Fund or Stock
Compare PFSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.