The Pacific Financial Group Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return---------1.04
    Category Average---------1.00
    Assets for Each Yr*------1.661.82
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.04 0.99 0.99

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,823 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 21.31 -- --
    International Stock -- 7.28 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-18-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    04-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-18-18

    Fund Name Expense Ratio Analyst Report  

    Highest Expenses | More
    04-18-18

    Fund Name Expense Ratio Analyst Report  

    Longest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiskPro® 30+ R Jennifer L. Enstad 0.40
    RiskPro® Aggressive Jennifer L. Enstad 0.40
    RiskPro® Alternative Jennifer L. Enstad 0.40
    RiskPro® Dynamic 0-1 Jennifer L. Enstad 0.40
    RiskPro® Dynamic 15- Jennifer L. Enstad 0.40

    Shortest Manager Tenure | More
    04-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    RiskPro® 30+ R Jennifer L. Enstad 0.40
    RiskPro® Aggressive Jennifer L. Enstad 0.40
    RiskPro® Alternative Jennifer L. Enstad 0.40
    RiskPro® Dynamic 0-1 Jennifer L. Enstad 0.40
    RiskPro® Dynamic 15- Jennifer L. Enstad 0.40