PFG Tactical Income Strategy Fund (PFTSX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFTSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFTSX
PFTSX charges 2.03% annually. There are 523 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PFTSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PFTSX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PFTSX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PFTSX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | PFTSX vs FYMIX |
Best Risk-Adjusted Alternatives to PFTSX
PFTSX has a PortfoliosLab risk / return rank of 42. There are 439 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PFTSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PFTSX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PFTSX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | PFTSX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | PFTSX vs AYBLX |
Top Performing PFTSX Alternatives (YTD)
PFTSX is at 4.66% YTD. There are 427 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | PFTSX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | PFTSX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | PFTSX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | PFTSX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | PFTSX vs TIBIX |
Lowest Volatility Alternatives to PFTSX
PFTSX has 6.95% 1-year volatility. There are 160 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PFTSX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | PFTSX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | PFTSX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PFTSX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PFTSX vs CSTAX |
Lowest Drawdown Alternatives to PFTSX
PFTSX has a 1-year max drawdown of -5.72%. There are 193 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PFTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PFTSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PFTSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PFTSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PFTSX vs CSTAX |
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 | 42 | 6.13% | — | Mar 2018 | PFTSX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 60 | 11.62% | — | Apr 2020 | PFTSX vs PFFFX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 49 | 2.56% | — | Dec 2017 | PFTSX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 41 | 9.60% | — | Dec 2017 | PFTSX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 31 | 8.88% | — | Dec 2017 | PFTSX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.51% | — | Dec 2017 | PFTSX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 20 | -0.35% | — | Dec 2017 | PFTSX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 57 | 14.44% | — | Apr 2020 | PFTSX vs PFFSX |
Often Compared With PFTSX
Investors most often compare PFTSX with PTIAX, TPDAX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PFTSX with Any Fund or Stock
Compare PFTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFTSX with funds that move differently
PFG Tactical Income Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFTSX.
Explore PFTSX Diversifiers