PFG MFS Aggressive Growth Strategy Fund (PFSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PFSMX
PFSMX charges 2.05% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among PFSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | PFSMX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | PFSMX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | PFSMX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | PFSMX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | PFSMX vs VMNVX |
Best Risk-Adjusted Alternatives to PFSMX
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 | PFSMX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | PFSMX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | PFSMX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | PFSMX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | PFSMX vs GLIFX |
Top Performing PFSMX Alternatives (YTD)
PFSMX 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 | PFSMX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | PFSMX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | PFSMX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | PFSMX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | PFSMX vs GQRIX |
Lowest Volatility Alternatives to PFSMX
PFSMX 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 | PFSMX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | PFSMX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | PFSMX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | PFSMX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | PFSMX vs GLIFX |
Lowest Drawdown Alternatives to PFSMX
PFSMX 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 | PFSMX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | PFSMX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | PFSMX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | PFSMX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | PFSMX 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 Aggressive Strategy Fund | Global Equities | 38 | -6.26% | Dec 10, 2017 | PFSMX vs PFSEX | |
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 37 | -4.37% | Mar 14, 2018 | PFSMX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 48 | -5.31% | Apr 30, 2020 | PFSMX vs PFFFX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 43 | -4.33% | Dec 10, 2017 | PFSMX vs PFTEX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 67 | 0.82% | Dec 10, 2017 | PFSMX vs PFADX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 54 | -3.17% | Apr 30, 2020 | PFSMX vs PFTSX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 38 | -1.27% | Dec 10, 2017 | PFSMX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 32 | -6.93% | Apr 30, 2020 | PFSMX vs PFFSX |
Often Compared With PFSMX
What investors most often compare with PFSMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | PFSMX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | PFSMX vs GAOAX |
Compare PFSMX with Any Fund or Stock
Compare PFSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.