Morningstar

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 Invesco® Equity Factor Rotation Strategy Class I SharesPFIOXGlobal Small/Mid Stock
11.07%452.200%HighInstitutional$0
PFG Meeder Tactical Strategy Fund Class IPFTEXTactical Allocation
11.39%363.060%HighInstitutional$0
PFG Fidelity Institutional AM & Equity Sector Strategy Fund Class I SharesPFFSXLarge Blend
17.32%132.240%HighInstitutional$0
PFG JP Morgan Tactical Aggressive Strategy Fund Class IPFSEXGlobal Large-Stock Blend
11.59%622.230%HighInstitutional$0
PFG BR Target Allocation Equity Strategy Fund Class I SharesPFESXGlobal Large-Stock Blend
15.22%202.120%HighInstitutional$0
PFG Fidelity Institutional AM & Equity Index Strategy Fund Class I SharesPFFFXGlobal Large-Stock Blend
13.19%421.980%HighInstitutional$0
PFG PIMCO Active Core Bond Strategy Fund Class IPFDOXIntermediate Core-Plus Bond
−3.69%982.680%HighInstitutional$0
PFG American Funds Conservative Income Strategy Fund Class I SharesPFCOXConservative Allocation
−0.71%872.220%HighInstitutional$0
PFG MFS Aggressive Capital Appreciation Strategy Fund Class IPFSMXGlobal Large-Stock Blend
9.09%782.480%HighInstitutional$0
PFG Janus Henderson® Balanced Strategy Class I SharesPFJHXModerate Allocation
4.27%852.490%HighInstitutional$0
PFG JP Morgan Tactical Moderate Strategy Fund Class IPFJDXModerate Allocation
6.30%632.230%HighInstitutional$0
PFG Janus Henderson Tactical Income Strategy Fund Class IPFTSXGlobal Moderately Conservative Allocation
3.17%892.450%HighInstitutional$0
PFG American Funds Capital Appreciation Strategy Fund Class IPFGGXLarge Growth
10.25%602.320%HighInstitutional$0
PFG Fidelity Institutional AM® Core Plus Bond Strategy Class I SharesPFFBXIntermediate Core-Plus Bond
−3.90%992.290%HighInstitutional$0
PFG BNY Mellon Diversifier Strategy Fund Class IPFADXGlobal Conservative Allocation
0.92%952.550%HighInstitutional$0
PFG US Equity Index Strategy Fund Class IPFSSXLarge Blend—
13.09%592.000%HighInstitutional$0
PFG Global Equity Index Strategy Fund Class IPFSGXGlobal Large-Stock Blend—
12.26%531.990%HighInstitutional$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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