PFTEX Mutual Fund
PFTEX Mutual Fund
PFTEX Mutual Fund
PFG Meeder Tactical Strategy Fund Class R
PFTEX Mutual Fund Overview
PFTEX Mutual Fund (PFG Meeder Tactical Strategy Fund Class R) is managed by The Pacific Financial Group with $138.1M in net assets. PFTEX expense ratio is 3.09%, holding 9 positions across sectors including Financials. Inception date: 2017-12-11.
PFTEX performance shows a YTD return of 8.33%. The 1-year return is 17.84% and the 5-year return is 6.87%. PFTEX dividend yield stands at 8.67%, paid annually.
PFTEX top holdings include Performance Trust Strategic Bond Fund (1.3%), BlackRock Liquidity Funds FedFund Institutional Shares (0.3%). Go to all PFTEX holdings, PFTEX sectors, or PFTEX dividends.
PFTEX can be compared against other funds. Use PFTEX overlap to find shared positions, or PFTEX vs another fund for a side-by-side view. PFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.