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 Funds List
Share Class Type
1 to 17 of 17 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| PFG Fdlt Ins AM&Eq Sctr Str R | PFFSX | Large Blend | 7.36% | 77 | 2.300% | High | Retirement, Medium | — | ||
| PFG Fdlt Ins AM&Eq Idx Str R | PFFFX | Global Large-Stock Blend | 6.61% | 49 | 2.020% | High | Retirement, Medium | — | ||
| PFG JP Morgan Tactical Agrsv Strat R | PFSEX | Global Large-Stock Blend | 7.36% | 39 | 2.330% | High | Retirement, Medium | — | ||
| PFG Meeder Tactical Strat R | PFTEX | Tactical Allocation | 7.47% | 16 | 2.970% | High | Retirement, Medium | — | ||
| PFG Tactical Income Strategy R | PFTSX | Moderately Conservative Allocation | 2.45% | 33 | 2.970% | High | Retirement, Medium | — | ||
| PFG American Funds Cons Inc Strat R | PFCOX | Conservative Allocation | −0.21% | 92 | 2.260% | High | Retirement, Medium | — | ||
| PFG American Funds Growth Strategy R | PFGGX | Large Growth | 7.68% | 78 | 2.370% | High | Retirement, Medium | — | ||
| PFG BNY Mellon Diversifier Strat R | PFADX | Global Allocation | — | 98 | 2.680% | High | Retirement, Medium | — | ||
| PFG MFS Aggressive Growth Strat R | PFSMX | Global Large-Stock Blend | 6.13% | 62 | 2.560% | High | Retirement, Medium | — | ||
| PFG PIMCO Active Core Bond Strategy R | PFDOX | Intermediate Core-Plus Bond | −0.48% | 15 | 2.530% | High | Retirement, Medium | — | ||
| PFG BR Target Allocation EqStrtgyRShares | PFESX | Large Blend | 7.61% | 70 | 2.160% | High | Retirement, Medium | — | ||
| PFG JP Morgan Tactical Moderate Strat R | PFJDX | Moderate Allocation | 4.10% | 52 | 2.310% | High | Retirement, Medium | — | ||
| PFG Fidelity Instl AM® Bd CorPlBdStrtgyR | PFFBX | Intermediate Core-Plus Bond | — | −1.70% | 77 | 2.180% | High | Retirement, Medium | — | |
| PFG Global Equity Index Strategy R | PFSGX | Global Large-Stock Blend | — | — | — | — | 2.180% | — | — | — |
| PFG Invesco® Eq Fact Rotation Strtgy R | PFIOX | Global Small/Mid Stock | — | 7.67% | 4 | 2.630% | High | Retirement, Medium | — | |
| PFG Janus Henderson® Blncd Strtgy R | PFJHX | Moderate Allocation | — | 4.67% | 31 | 2.540% | High | Retirement, Medium | — | |
| PFG US Equity Index Strategy R | PFSSX | Large Blend | — | — | — | — | 2.160% | — | — | — |
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