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PFGFX Pacific Financial Flexible Gr & Inc Inst

2 lower fee alternatives found

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Fund PFGFX Pacific Financial Flexible Gr & Inc Inst GAA Cambria Global Asset Allocation ETF MASNX Litman Gregory Masters Alt Strats Inv  
100% 86% 86%
Annual Fees
(1.78% Exp. Ratio)
(0.25% Exp. Ratio)
(1.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.76% annual return
$13,222.98 $21,024.16 $13,385.49
Est. savings over 30 yrs +$7,801.18 +$162.51
As of 11/30/16
1 YR RETURN 0.84%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.49%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.92%
3 YR 2.96%
5 YR 4.88%
10 YR --
The investment seeks total return. The fund pursues its investment objective by implementing the strategies. It invests in a balanced portfolio of equity and fixed income securities through a variety of alternative strategies that the adviser believes can achieve the fund's investment objective by generating above average portfolio income and growth. The fund may also invest in leveraged underlying funds and up to 10% of the fund's net assets in derivative securities of any kind.
The investment seeks to track the performance, before fees and expenses, of the Cambria Global Asset Allocation Index. Under normal market conditions, the fund invests at least 80% of its total assets in the components of the underlying index and in depositary receipts representing components of the underlying index. The underlying index is designed to provide diversified exposure, including inverse exposure, to all of the major world asset classes in the various regions, countries and sectors around the globe.
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund's strategy is to engage a number of established investment managers as sub-advisors to offer investors a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively. The fund is intended to be used by investors as a source of diversification for traditional stock and bond portfolios to reduce volatility and potentially enhance returns relative to various measures of risk.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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