PFG MFS Aggressive Growth Strategy Fund (PFSMX) 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 PFSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFSMX
PFSMX 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 Equity Allocation Fund | 0.01% | — | Nov 1996 | PFSMX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PFSMX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PFSMX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | PFSMX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PFSMX vs UCEQX |
Best Risk-Adjusted Alternatives to PFSMX
PFSMX has a PortfoliosLab risk / return rank of 28. There are 160 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 | PFSMX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | PFSMX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | PFSMX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | PFSMX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | PFSMX vs PGVFX |
Top Performing PFSMX Alternatives (YTD)
PFSMX is at 8.66% YTD. There are 152 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 | PFSMX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | PFSMX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | PFSMX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | PFSMX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | PFSMX vs YFSNX |
Lowest Volatility Alternatives to PFSMX
PFSMX has 11.21% 1-year volatility. There are 32 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 | PFSMX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | PFSMX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | PFSMX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | PFSMX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | PFSMX vs SGMAX |
Lowest Drawdown Alternatives to PFSMX
PFSMX has a 1-year max drawdown of -8.16%. There are 25 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 | PFSMX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PFSMX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PFSMX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | PFSMX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PFSMX 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 | PFSMX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 57 | 11.75% | — | Apr 2020 | PFSMX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 40 | 2.46% | — | Dec 2017 | PFSMX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 42 | 9.89% | — | Dec 2017 | PFSMX vs PFSEX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 39 | 4.66% | — | Apr 2020 | PFSMX vs PFTSX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 51 | 9.70% | — | Dec 2017 | PFSMX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 17 | -0.35% | — | Dec 2017 | PFSMX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 57 | 14.66% | — | Apr 2020 | PFSMX vs PFFSX |
Often Compared With PFSMX
Investors most often compare PFSMX with GQFPX, VGPMX, GQRIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PFSMX with Any Fund or Stock
Compare PFSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFSMX with funds that move differently
PFG MFS Aggressive Growth Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFSMX.
Explore PFSMX Diversifiers