Pinnacle Value Fund (PVFIX) 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 PVFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVFIX
PVFIX charges 1.24% annually. There are 474 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 | PVFIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PVFIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | PVFIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PVFIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PVFIX vs VTMFX |
Best Risk-Adjusted Alternatives to PVFIX
PVFIX has a PortfoliosLab risk / return rank of 78. There are 88 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 | PVFIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PVFIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PVFIX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | PVFIX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | PVFIX vs AYBLX |
Top Performing PVFIX Alternatives (YTD)
PVFIX is at 13.50% YTD. There are 9 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 | PVFIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | PVFIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | PVFIX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | PVFIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | PVFIX vs TIBIX |
Lowest Volatility Alternatives to PVFIX
PVFIX has 10.26% 1-year volatility. There are 389 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 | PVFIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | PVFIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | PVFIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PVFIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PVFIX vs CSTAX |
Lowest Drawdown Alternatives to PVFIX
PVFIX has a 1-year max drawdown of -5.17%. There are 148 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 | PVFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PVFIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PVFIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PVFIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PVFIX vs CSTAX |
Other Mutual Funds from Pinnacle
The 1 most viewed Pinnacle mutual funds shown here include IPSHX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pinnacle Sherman Multi-Strategy Core Fund | Tactical Allocation | 55 | 10.13% | — | Sep 2015 | PVFIX vs IPSHX |
Often Compared With PVFIX
Investors most often compare PVFIX with OAKMX, CONWX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PVFIX with Any Fund or Stock
Compare PVFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVFIX with funds that move differently
Pinnacle Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVFIX.
Explore PVFIX Diversifiers