PFG Meeder Tactical Strategy Fund (PFTEX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFTEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFTEX
PFTEX charges 2.05% annually. There are 70 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | PFTEX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | PFTEX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | PFTEX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | PFTEX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | PFTEX vs GPIFX |
Best Risk-Adjusted Alternatives to PFTEX
PFTEX has a PortfoliosLab risk / return rank of 54. There are 44 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | PFTEX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | PFTEX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | PFTEX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | PFTEX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | PFTEX vs CRDBX |
Top Performing PFTEX Alternatives (YTD)
PFTEX is at 9.89% YTD. There are 25 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | PFTEX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | PFTEX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | PFTEX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | PFTEX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | PFTEX vs ABRZX |
Lowest Volatility Alternatives to PFTEX
PFTEX has 11.00% 1-year volatility. There are 53 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | PFTEX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | PFTEX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | PFTEX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | PFTEX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | PFTEX vs HFSAX |
Lowest Drawdown Alternatives to PFTEX
PFTEX has a 1-year max drawdown of -8.88%. There are 59 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | PFTEX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | PFTEX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | PFTEX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | PFTEX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | PFTEX vs HSTRX |
Other Mutual Funds from The Pacific Financial Group
The 8 most viewed The Pacific Financial Group mutual funds shown here include PFJDX, PFADX, PFSEX and span 5 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 | PFTEX vs PFJDX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 52 | 3.38% | — | Dec 2017 | PFTEX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 49 | 10.53% | — | Dec 2017 | PFTEX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 29 | 8.02% | — | Dec 2017 | PFTEX vs PFSMX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 49 | 5.03% | — | Apr 2020 | PFTEX vs PFTSX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 64 | 12.50% | — | Apr 2020 | PFTEX vs PFFFX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 19 | -0.23% | — | Dec 2017 | PFTEX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 63 | 14.00% | — | Apr 2020 | PFTEX vs PFFSX |
Often Compared With PFTEX
Investors most often compare PFTEX with PDX, PAAIX, PBAIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | PFTEX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | PFTEX vs PAAIX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 66 | 9.80% | — | Jun 1993 | PFTEX vs PBAIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | PFTEX vs PASAX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | PFTEX vs UPAAX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | PFTEX vs GTAIX |
Compare PFTEX with Any Fund or Stock
Compare PFTEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFTEX with funds that move differently
PFG Meeder Tactical Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFTEX.
Explore PFTEX Diversifiers