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 71 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 53. There are 41 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | PFTEX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | PFTEX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | PFTEX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | PFTEX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | PFTEX vs MOJOX |
Top Performing PFTEX Alternatives (YTD)
PFTEX is at 9.23% YTD. There are 26 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | PFTEX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | PFTEX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | PFTEX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | PFTEX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | PFTEX vs QMLFX |
Lowest Volatility Alternatives to PFTEX
PFTEX has 11.57% 1-year volatility. There are 53 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | PFTEX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | PFTEX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | PFTEX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | PFTEX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | PFTEX vs HFSAX |
Lowest Drawdown Alternatives to PFTEX
PFTEX has a 1-year max drawdown of -8.88%. There are 58 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, PFFFX, PFADX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 44 | 6.30% | — | Mar 2018 | PFTEX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 62 | 11.56% | — | Apr 2020 | PFTEX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 41 | 2.67% | — | Dec 2017 | PFTEX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 48 | 9.89% | — | Dec 2017 | PFTEX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 28 | 7.59% | — | Dec 2017 | PFTEX vs PFSMX | |
| PFG Tactical Income Strategy Fund | Diversified Portfolio | 47 | 4.93% | — | Apr 2020 | PFTEX vs PFTSX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 17 | -0.23% | — | Dec 2017 | PFTEX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 61 | 13.56% | — | Apr 2020 | PFTEX vs PFFSX |
Often Compared With PFTEX
Investors most often compare PFTEX with ABRZX, ABRYX, PBAIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 88 | 17.65% | — | Jun 2009 | PFTEX vs ABRZX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 89 | 17.84% | — | Jun 2009 | PFTEX vs ABRYX | |
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 81 | 9.80% | — | Jun 1993 | PFTEX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.50% | — | Feb 2019 | PFTEX vs PDX | |
| PIMCO All Asset Fund | Tactical Allocation | 89 | 8.69% | — | Nov 2002 | PFTEX vs PAAIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 88 | 8.43% | — | Apr 2008 | PFTEX vs PASAX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 91 | 8.93% | — | Dec 2013 | PFTEX vs RQEIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | PFTEX vs UPAAX |
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