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 $135.0M in net assets. PFTEX expense ratio is 3.09%, holding 9 positions across sectors including Unknown, Financials. Inception date: 2017-12-11.
PFTEX performance shows a YTD return of 8.61%. The 1-year return is 19.25% and the 5-year return is 10.17%. PFTEX dividend yield stands at 8.65%, paid annually.
PFTEX top holdings include Performance Trust Strategic Bond Fund (1.3%), BlackRock Liquidity Funds FedFund Institutional Shares (0.3%). View all PFTEX holdings, sector breakdown, or dividend history.
PFTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.