Morningstar

PFG Meeder Tactical Strategy Fund Class I PFTEX

Medalist Rating as of Sep 30, 2026 See The Pacific Financial Group Investment Hub

Strategy

The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and exchange-traded funds (“ETFs”) managed by Meeder Investment Management Company (“Meeder”), under normal circumstances (“Meeder underlying funds”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PFTEX	PFG Meeder Tactical Strategy Fund Class I	Institutional	Open			Dec 11, 2017	$126.01M	3.060%	High	$0	−$9.34M

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