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 518 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PFTSX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PFTSX vs BWBIX | |
| 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 49. There are 412 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | PFTSX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PFTSX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | PFTSX vs FSRKX |
Top Performing PFTSX Alternatives (YTD)
PFTSX is at 5.03% YTD. There are 400 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | PFTSX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | PFTSX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | PFTSX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | PFTSX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | PFTSX vs DGIFX |
Lowest Volatility Alternatives to PFTSX
PFTSX has 6.48% 1-year volatility. There are 159 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PFTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | PFTSX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | PFTSX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | PFTSX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | PFTSX vs CSTAX |
Lowest Drawdown Alternatives to PFTSX
PFTSX has a 1-year max drawdown of -5.72%. There are 195 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | PFTSX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | PFTSX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | PFTSX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | PFTSX vs FSRRX |
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 6 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 | PFTSX vs PFJDX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 52 | 3.38% | — | Dec 2017 | PFTSX vs PFADX | |
| PFG JP Morgan Tactical Aggressive Strategy Fund | Global Equities | 49 | 10.53% | — | Dec 2017 | PFTSX vs PFSEX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 29 | 8.02% | — | Dec 2017 | PFTSX vs PFSMX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 64 | 12.50% | — | Apr 2020 | PFTSX vs PFFFX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 54 | 9.89% | — | Dec 2017 | PFTSX vs PFTEX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 20 | -0.12% | — | Dec 2017 | PFTSX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 66 | 15.18% | — | Apr 2020 | PFTSX vs PFFSX |
Often Compared With PFTSX
Investors most often compare PFTSX with PTIAX, TPDAX, BERIX. These 14 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