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PFGTX Pacific Financial Tactical I

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Fund PFGTX Pacific Financial Tactical I
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Annual Fees
(2.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 0.96%
3 YR 0.18%
5 YR 1.67%
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in other investment companies, including ETFs. The Tactical Fund may invest in the international, domestic equity, and fixed income markets, with limited (typically less than 15%) exposure to emerging markets. In selecting the Tactical Fund's positions, the adviser will identify securities that exhibit low volatility, consistent performance, and positive total returns. The adviser utilizes a proprietary investment research process called "Rational Analysis" to select securities. It uses Fundamental Analysis, Technical Analysis, and Quantitative Studies in selecting the positions.

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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.

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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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