The Pacific Financial Group

Statistics as of Apr 04, 2025

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Found total of 17 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
2.32%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-14.9%
3yr Return
7.1%
1yr Return
-6.4%
Total Assets
$375M
6M Money Flow
-$5M
Large Blend
Expense Ratio
2.14%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
-11.9%
3yr Return
4.4%
1yr Return
-3.4%
Total Assets
$279M
6M Money Flow
$31M
Global Large-Stock Blend
Expense Ratio
2.35%
TTM Yield
1.0%
3yr Sharpe
0.06
YTD Return
-11.1%
3yr Return
4.8%
1yr Return
-3.9%
Total Assets
$251M
6M Money Flow
-$10M
Global Large-Stock Blend
Expense Ratio
2.02%
TTM Yield
0.0%
3yr Sharpe
0.05
YTD Return
-10.5%
3yr Return
4.4%
1yr Return
-2.8%
Total Assets
$356M
6M Money Flow
$43M
Large Growth
Expense Ratio
2.37%
TTM Yield
0.0%
3yr Sharpe
0.03
YTD Return
-13.9%
3yr Return
2.7%
1yr Return
-5.6%
Total Assets
$834M
6M Money Flow
$24M
Tactical Allocation
Expense Ratio
2.97%
TTM Yield
2.8%
3yr Sharpe
-0.04
YTD Return
-10.0%
3yr Return
4.0%
1yr Return
-4.8%
Total Assets
$110M
6M Money Flow
-$3M
Global Large-Stock Blend
Expense Ratio
2.54%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-9.3%
3yr Return
-0.1%
1yr Return
-5.1%
Total Assets
$83M
6M Money Flow
-$18M
Global Small/Mid Stock
Expense Ratio
2.31%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-6.3%
3yr Return
-1.5%
1yr Return
-4.3%
Total Assets
$52M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
-5.8%
3yr Return
3.3%
1yr Return
-0.1%
Total Assets
$125M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
-0.15
YTD Return
-8.4%
3yr Return
1.5%
1yr Return
-1.0%
Total Assets
$255M
6M Money Flow
-$16M
Moderately Conservative Allocation
Expense Ratio
3.02%
TTM Yield
2.5%
3yr Sharpe
-0.23
YTD Return
-3.1%
3yr Return
3.3%
1yr Return
0.8%
Total Assets
$97M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.57
YTD Return
1.0%
3yr Return
1.6%
1yr Return
4.3%
Total Assets
$218M
6M Money Flow
-$54K
Intermediate Core-Plus Bond
Expense Ratio
2.66%
TTM Yield
3.3%
3yr Sharpe
-0.64
YTD Return
3.1%
3yr Return
1.6%
1yr Return
5.2%
Total Assets
$147M
6M Money Flow
$3M
Global Allocation
Expense Ratio
2.60%
TTM Yield
2.9%
3yr Sharpe
-0.64
YTD Return
-0.8%
3yr Return
-2.3%
1yr Return
0.9%
Total Assets
$108M
6M Money Flow
-$7M
Intermediate Core-Plus Bond
Expense Ratio
2.31%
TTM Yield
2.1%
3yr Sharpe
-0.74
YTD Return
2.2%
3yr Return
-1.3%
1yr Return
4.2%
Total Assets
$64M
6M Money Flow
$4M
Large Blend
Expense Ratio
2.08%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-14.2%
3yr Return
-
1yr Return
-
Total Assets
$83M
6M Money Flow
$27M
Global Large-Stock Blend
Expense Ratio
2.07%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.9%
3yr Return
-
1yr Return
-
Total Assets
$51M
6M Money Flow
$8M