PFTEX Mutual Fund

PFTEX Mutual Fund (PFG Meeder Tactical Strategy Fund Class I) is managed by The Pacific Financial Group with $128.0M in net assets. PFTEX expense ratio is 3.06%, holding 8 positions across various sectors. Inception date: 2017-12-11.

PFTEX performance shows a YTD return of 9.54%. The 1-year return is 11.39% and the 5-year return is 6.35%. PFTEX dividend yield stands at 0.81%, paid annually.

PFTEX top holdings include Meeder Muirfield Fund-ins (56.0%), Meeder Dynamic Allocation Fund Institutional Class (16.9%), Meeder Spectrum Fund-inst (10.0%), Meeder Balanced Fund-inst (7.9%), Meeder Moderate Alloc-ins (3.5%). 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.