The Pacific Financial Group Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------3.23
    Category Average--------3.54
    Assets for Each Yr*------1.662.05
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 3.23 1.03 1.03

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,052 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 18.34 1.96 Above Avg
    International Stock -- 35.78 2.20 Very High
    Municipal Bond -- -- -- --
    Taxable Bond -- 2.81 2.67 Very High
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Fund Name Expense Ratio Analyst Report  
    RiskPro® Dynamic 0-10 R 2.67 --
    RiskPro® Alternative 0-15 R 2.47 --
    RiskPro® PFG 0-15 R 2.44 --
    RiskPro® 30+ R 2.34 --
    RiskPro® Tactical 0-30 R 2.28 --

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiskPro® 30+ R Jennifer L. Enstad 0.90
    RiskPro® Aggressive Jennifer L. Enstad 0.90
    RiskPro® Alternative Jennifer L. Enstad 0.90
    RiskPro® Dynamic 0-1 Jennifer L. Enstad 0.90
    RiskPro® Dynamic 15- Jennifer L. Enstad 0.90

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiskPro® Dynamic 20- Jennifer L. Enstad 0.60
    RiskPro® 30+ R Jennifer L. Enstad 0.90
    RiskPro® Aggressive Jennifer L. Enstad 0.90
    RiskPro® Alternative Jennifer L. Enstad 0.90
    RiskPro® Dynamic 0-1 Jennifer L. Enstad 0.90