PFG Tactical Income Strategy Fund (PFTSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PFTSX
PFTSX charges 2.03% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PFTSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PFTSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PFTSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PFTSX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PFTSX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PFTSX vs MAANX |
Best Risk-Adjusted Alternatives to PFTSX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PFTSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PFTSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PFTSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PFTSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PFTSX vs PMAIX |
Top Performing PFTSX Alternatives (YTD)
PFTSX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PFTSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PFTSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PFTSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PFTSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PFTSX vs CONWX |
Lowest Volatility Alternatives to PFTSX
PFTSX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PFTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PFTSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PFTSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PFTSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PFTSX vs SICIX |
Lowest Drawdown Alternatives to PFTSX
PFTSX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PFTSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PFTSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PFTSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PFTSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PFTSX vs SICIX |
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 | PFTSX vs PFSEX | |
| PFG JP Morgan Tactical Moderate Strategy Fund | Diversified Portfolio | 37 | -4.37% | Mar 14, 2018 | PFTSX vs PFJDX | |
| PFG Equity Index Focused Strategy Fund | Global Equities | 48 | -5.31% | Apr 30, 2020 | PFTSX vs PFFFX | |
| PFG MFS Aggressive Growth Strategy Fund | Global Equities | 24 | -3.74% | Dec 10, 2017 | PFTSX vs PFSMX | |
| PFG Meeder Tactical Strategy Fund | Tactical Allocation | 43 | -4.33% | Dec 10, 2017 | PFTSX vs PFTEX | |
| PFG BNY Mellon Diversifier Strategy Fund | Global Allocation | 67 | 0.82% | Dec 10, 2017 | PFTSX vs PFADX | |
| PFG Active Core Bond Strategy Fund | Multisector Bonds | 38 | -1.27% | Dec 10, 2017 | PFTSX vs PFDOX | |
| PFG Sector Equity Business Cycle Strategy Fund | Large Cap Blend Equities | 32 | -6.93% | Apr 30, 2020 | PFTSX vs PFFSX |
Often Compared With PFTSX
What investors most often compare with PFTSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Performance Trust Strategic Bond Fund | Intermediate Core-Plus Bond | 54 | -0.17% | Aug 31, 2010 | PFTSX vs PTIAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PFTSX vs TPDAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | PFTSX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PFTSX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PFTSX vs WWWEX |
Compare PFTSX with Any Fund or Stock
Compare PFTSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.