Pinnacle Value Fund (PVFIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PVFIX
PVFIX charges 1.24% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PVFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PVFIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PVFIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PVFIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PVFIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PVFIX vs BWBIX |
Best Risk-Adjusted Alternatives to PVFIX
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 | PVFIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PVFIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PVFIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PVFIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PVFIX vs PMAIX |
Top Performing PVFIX Alternatives (YTD)
PVFIX 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 | PVFIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PVFIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PVFIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PVFIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PVFIX vs CONWX |
Lowest Volatility Alternatives to PVFIX
PVFIX 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 | PVFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PVFIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PVFIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PVFIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PVFIX vs SICIX |
Lowest Drawdown Alternatives to PVFIX
PVFIX 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 | PVFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PVFIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PVFIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PVFIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PVFIX vs SICIX |
Other Mutual Funds from Pinnacle
Most popular Pinnacle mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pinnacle Sherman Multi-Strategy Core Fund | Tactical Allocation | 77 | 2.43% | Sep 30, 2015 | PVFIX vs IPSHX |
Often Compared With PVFIX
What investors most often compare with PVFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Appleseed Fund | Global Allocation | — | — | Dec 7, 2006 | PVFIX vs APPLX | |
| Oakmark Fund Investor Class | Large Cap Value Equities | 20 | -4.16% | Aug 5, 1991 | PVFIX vs OAKMX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PVFIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PVFIX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PVFIX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | PVFIX vs EKBAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | PVFIX vs MAANX |
Compare PVFIX with Any Fund or Stock
Compare PVFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.