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

Performance Overview

Morningstar Return Rating --
YTD Return -0.10%
5y Average Return 7.51%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 13.29%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 13.29%
Worst 3Y Total Return -0.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PFTEX
Category
YTD
-4.28%
9.69%
1-Month
-0.91%
0.97%
3-Month
-6.74%
5.21%
1-Year
4.11%
27.45%
3-Year
5.62%
8.85%
5-Year
6.54%
8.56%
10-Year
0.00%
5.61%
Last Bull Market
13.01%
10.63%
Last Bear Market
-9.77%
-12.05%

Annual Total Return (%) History

Year
PFTEX
Category
2025
--
--
2024
13.29%
--
2023
12.30%
--
2022
-13.29%
--
2021
11.68%
--
2020
3.03%
9.83%
2019
9.96%
14.61%
2018
-5.02%
-7.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.41% -- -- --
2024 9.07% 1.47% 4.15% -1.71%
2023 2.58% 4.69% -3.17% 7.99%
2022 -5.15% -9.77% -3.71% 5.22%
2021 3.20% 5.10% -1.04% 4.06%
2020 -14.09% 5.80% 4.85% 8.11%
2019 2.84% 1.64% 0.50% 4.67%
2018 -2.00% 0.71% 3.74% -7.24%

Rank in Category (By Total Return)

YTD 68
1-Month 57
3-Month 67
1-Year 69
3-Year 32
5-Year 49

Load Adjusted Returns

1-Year 4.11%
3-Year 5.62%
5-Year 6.54%
10-Year --

Performance & Risk

YTD Return -0.10%
5y Average Return 7.51%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family The Pacific Financial Group
Net Assets 114.01M
YTD Return -4.28%
Yield 2.64%
Morningstar Rating
Inception Date Dec 11, 2017

Fund Summary

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).

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