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 a closer substitute for your current allocation.
Cheapest Alternatives to PFSEX
PFSEX charges 2.05% annually. There are 244 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PFSEX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PFSEX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PFSEX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | PFSEX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PFSEX vs UCEQX |
Best Risk-Adjusted Alternatives to PFSEX
PFSEX has a PortfoliosLab risk / return rank of 42. There are 112 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | PFSEX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | PFSEX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | PFSEX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | PFSEX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | PFSEX vs PGVFX |
Top Performing PFSEX Alternatives (YTD)
PFSEX is at 9.89% YTD. There are 135 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | PFSEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | PFSEX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | PFSEX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | PFSEX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | PFSEX vs YFSNX |
Lowest Volatility Alternatives to PFSEX
PFSEX has 13.39% 1-year volatility. There are 97 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | PFSEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | PFSEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | PFSEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | PFSEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | PFSEX vs SGMAX |
Lowest Drawdown Alternatives to PFSEX
PFSEX has a 1-year max drawdown of -9.85%. There are 79 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PFSEX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PFSEX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PFSEX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | PFSEX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PFSEX vs CSUAX |
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 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 39 | 6.21% | — | Mar 2018 | PFSEX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 57 | 11.75% | — | Apr 2020 | PFSEX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 40 | 2.46% | — | Dec 2017 | PFSEX vs PFADX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 28 | 8.66% | — | Dec 2017 | PFSEX vs PFSMX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 39 | 4.66% | — | Apr 2020 | PFSEX vs PFTSX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 51 | 9.70% | — | Dec 2017 | PFSEX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 17 | -0.35% | — | Dec 2017 | PFSEX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 57 | 14.66% | — | Apr 2020 | PFSEX vs PFFSX |
Often Compared With PFSEX
Investors most often compare PFSEX with QQQ, JEPI, FINVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PFSEX with Any Fund or Stock
Compare PFSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFSEX with funds that move differently
PFG JP Morgan Tactical Aggressive Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFSEX.
Explore PFSEX Diversifiers