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 240 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 Equity Allocation Fund | 0.01% | — | Nov 1996 | PFSEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PFSEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PFSEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PFSEX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | PFSEX vs VMNVX |
Best Risk-Adjusted Alternatives to PFSEX
PFSEX has a PortfoliosLab risk / return rank of 49. There are 95 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | PFSEX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | PFSEX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | PFSEX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | PFSEX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | PFSEX vs JGYIX |
Top Performing PFSEX Alternatives (YTD)
PFSEX is at 10.53% YTD. There are 115 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | PFSEX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | PFSEX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | PFSEX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | PFSEX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | PFSEX vs PRGSX |
Lowest Volatility Alternatives to PFSEX
PFSEX has 12.36% 1-year volatility. There are 76 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | PFSEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | PFSEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | PFSEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | PFSEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | PFSEX vs SGMAX |
Lowest Drawdown Alternatives to PFSEX
PFSEX has a 1-year max drawdown of -9.85%. There are 78 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 | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | PFSEX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | PFSEX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | PFSEX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PFSEX vs LVAFX |
Other Mutual Funds from The Pacific Financial Group
The 8 most viewed The Pacific Financial Group mutual funds shown here include PFJDX, PFADX, PFSMX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 49 | 6.88% | — | Mar 2018 | PFSEX vs PFJDX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 52 | 3.38% | — | Dec 2017 | PFSEX vs PFADX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 29 | 8.02% | — | Dec 2017 | PFSEX vs PFSMX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 49 | 5.03% | — | Apr 2020 | PFSEX vs PFTSX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 64 | 12.50% | — | Apr 2020 | PFSEX vs PFFFX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.89% | — | Dec 2017 | PFSEX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 20 | -0.12% | — | Dec 2017 | PFSEX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 66 | 15.18% | — | Apr 2020 | PFSEX vs PFFSX |
Often Compared With PFSEX
Investors most often compare PFSEX with QQQ, JEPI, AMZN. 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