NasdaqGM - Delayed Quote USD

PFG Meeder Tactical Strat I (PFTEX)

10.32
+0.06
+(0.58%)
At close: May 16 at 8:01:57 PM EDT
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  • Previous Close 10.26
  • YTD Return -4.28%
  • Expense Ratio 2.97%
  • Category Tactical Allocation
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 114.01M
  • Beta (5Y Monthly) 0.86
  • Yield 2.64%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.26
  • Inception Date Dec 11, 2017

The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and ETFs managed by Meeder. The Adviser invests in Meeder underlying funds and Other underlying funds that have a maximum exposure of 90% in domestic and foreign equity securities of any market capitalization and a minimum exposure of 10% to domestic and foreign fixed income securities of any duration or credit quality including high yield bonds (also known as junk bonds).

The Pacific Financial Group

Fund Family

Tactical Allocation

Fund Category

114.01M

Net Assets

2017-12-11

Inception Date

More about PFG Meeder Tactical Strat I

Performance Overview: PFTEX

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Trailing returns as of 5/15/2025. Category is Tactical Allocation.

YTD Return

PFTEX
4.28%
Category
9.69%
 

1-Year Return

PFTEX
4.11%
Category
27.45%
 

3-Year Return

PFTEX
5.62%
Category
8.85%
 

5-Year Return

PFTEX
6.54%
Category
8.56%
 

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Holdings: PFTEX

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Sector Weightings

SectorPFTEX
Technology   22.25%
Financial Services   19.08%
Consumer Cyclical   13.63%
Industrials   11.14%
Healthcare   8.85%
Communication Services   8.32%
Consumer Defensive   6.15%
Energy   3.59%
Real Estate   2.74%
Basic Materials   2.61%
Utilities   1.63%
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Recent News: PFTEX

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Research Reports: PFTEX

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