Morningstar

PFG Meeder Tactical Strategy Fund Class I PFTEX

Morningstar Medalist Rating
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Medalist Rating as of See The Pacific Financial Group Investment Hub
  • NAV / 1-Day Return$11.44  /  +0.26%
  • Fund Size$126.0M
  • Adjusted Expense Ratio3.060%
  • Net Expense Ratio1.930%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield0.75%
  • Turnover Ratio16%
NAV and 1-Day Return as of

Morningstar’s Analysis PFTEX

Will PFTEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFTEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFTEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PFTEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PFG Meeder Tactical Strat I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PFTEX

More PFTEX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings100.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meeder Muirfield Institutional

56.1775M
—

Meeder Dynamic Allocation Institutional

16.9123M
—

Meeder Spectrum Institutional

10.0713M
—

Meeder Balanced Institutional

7.9511M
—

Meeder Moderate Allocation Institutional

3.515M
—

Meeder Conservative Allocation Instl

2.804M
—

Meeder Tactical Income Institutional

1.422M
—

Performance Trust Total Return Bd Inst

1.332M
—

Us Dollars

−0.15−199,675
Cash and Equivalents

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