Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
The Pacific Financial Group Mutual Funds
View all of The Pacific Financial Group’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
The Pacific Financial Group Mutual Funds List
1 to 17 of 17 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| PFG Fidelity Institutional AM & Equity Sector Strategy Fund Class I Shares | PFFSX | Large Blend | 12.90% | 8 | 2.240% | High | Institutional | $0 | ||
| PFG Meeder Tactical Strategy Fund Class I | PFTEX | Tactical Allocation | 7.72% | 28 | 3.060% | High | Institutional | $0 | ||
| PFG Invesco® Equity Factor Rotation Strategy Class I Shares | PFIOX | Global Small/Mid Stock | 10.01% | 34 | 2.200% | High | Institutional | $0 | ||
| PFG JP Morgan Tactical Aggressive Strategy Fund Class I | PFSEX | Global Large-Stock Blend | 5.05% | 80 | 2.230% | High | Institutional | $0 | ||
| PFG BR Target Allocation Equity Strategy Fund Class I Shares | PFESX | Global Large-Stock Blend | 7.67% | 55 | 2.120% | High | Institutional | $0 | ||
| PFG Fidelity Institutional AM & Equity Index Strategy Fund Class I Shares | PFFFX | Global Large-Stock Blend | 7.38% | 58 | 1.980% | High | Institutional | $0 | ||
| PFG PIMCO Active Core Bond Strategy Fund Class I | PFDOX | Intermediate Core-Plus Bond | −1.38% | 97 | 2.680% | High | Institutional | $0 | ||
| PFG American Funds Conservative Income Strategy Fund Class I Shares | PFCOX | Conservative Allocation | 0.41% | 86 | 2.220% | High | Institutional | $0 | ||
| PFG MFS Aggressive Capital Appreciation Strategy Fund Class I | PFSMX | Global Large-Stock Blend | 5.78% | 75 | 2.480% | High | Institutional | $0 | ||
| PFG JP Morgan Tactical Moderate Strategy Fund Class I | PFJDX | Moderate Allocation | 2.77% | 84 | 2.230% | High | Institutional | $0 | ||
| PFG Janus Henderson Tactical Income Strategy Fund Class I | PFTSX | Global Moderately Conservative Allocation | 1.77% | 99 | 2.450% | High | Institutional | $0 | ||
| PFG American Funds Capital Appreciation Strategy Fund Class I | PFGGX | Large Growth | 2.73% | 36 | 2.320% | High | Institutional | $0 | ||
| PFG Janus Henderson® Balanced Strategy Class I Shares | PFJHX | Moderate Allocation | 1.60% | 89 | 2.490% | High | Institutional | $0 | ||
| PFG Fidelity Institutional AM® Core Plus Bond Strategy Class I Shares | PFFBX | Intermediate Core-Plus Bond | −2.01% | 100 | 2.290% | High | Institutional | $0 | ||
| PFG BNY Mellon Diversifier Strategy Fund Class I | PFADX | Global Conservative Allocation | 1.44% | 88 | 2.550% | High | Institutional | $0 | ||
| PFG US Equity Index Strategy Fund Class I | PFSSX | Large Blend | — | 6.85% | 71 | 2.000% | High | Institutional | $0 | |
| PFG Global Equity Index Strategy Fund Class I | PFSGX | Global Large-Stock Blend | — | 6.29% | 68 | 1.990% | High | Institutional | $0 |
The Pacific Financial Group Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States