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

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fifth Third Securities, Inc.
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Vanguard NTF
  • CommonWealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • H Beck Inc.
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial

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).

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

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

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