The Pacific Financial Group

Statistics as of Apr 02, 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 SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
2.32%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
-4.0%
3yr Return
21.0%
1yr Return
4.7%
Total Assets
$418M
6M Money Flow
-$5M
Large Blend
Expense Ratio
2.14%
TTM Yield
0.0%
3yr Sharpe
0.06
YTD Return
-2.0%
3yr Return
17.1%
1yr Return
6.4%
Total Assets
$307M
6M Money Flow
$31M
Global Large-Stock Blend
Expense Ratio
2.35%
TTM Yield
0.9%
3yr Sharpe
0.06
YTD Return
-1.6%
3yr Return
16.5%
1yr Return
5.6%
Total Assets
$276M
6M Money Flow
-$10M
Global Large-Stock Blend
Expense Ratio
2.02%
TTM Yield
0.0%
3yr Sharpe
0.05
YTD Return
-0.9%
3yr Return
16.5%
1yr Return
6.8%
Total Assets
$390M
6M Money Flow
$43M
Large Growth
Expense Ratio
2.37%
TTM Yield
0.0%
3yr Sharpe
0.03
YTD Return
-4.1%
3yr Return
15.8%
1yr Return
4.4%
Total Assets
$923M
6M Money Flow
$24M
Tactical Allocation
Expense Ratio
2.97%
TTM Yield
2.6%
3yr Sharpe
-0.04
YTD Return
-2.4%
3yr Return
13.2%
1yr Return
2.5%
Total Assets
$119M
6M Money Flow
-$3M
Global Large-Stock Blend
Expense Ratio
2.54%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
0.0%
3yr Return
10.8%
1yr Return
4.0%
Total Assets
$91M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.2%
3yr Sharpe
-0.11
YTD Return
0.3%
3yr Return
10.4%
1yr Return
5.9%
Total Assets
$132M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
-0.15
YTD Return
-2.0%
3yr Return
9.1%
1yr Return
5.3%
Total Assets
$272M
6M Money Flow
-$16M
Global Small/Mid Stock
Expense Ratio
2.31%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
2.1%
3yr Return
8.3%
1yr Return
3.8%
Total Assets
$57M
6M Money Flow
-$9M
Moderately Conservative Allocation
Expense Ratio
3.02%
TTM Yield
2.4%
3yr Sharpe
-0.23
YTD Return
1.0%
3yr Return
8.1%
1yr Return
4.9%
Total Assets
$101M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.57
YTD Return
2.3%
3yr Return
3.0%
1yr Return
5.7%
Total Assets
$223M
6M Money Flow
-$54K
Intermediate Core-Plus Bond
Expense Ratio
2.66%
TTM Yield
3.3%
3yr Sharpe
-0.64
YTD Return
2.9%
3yr Return
1.5%
1yr Return
5.2%
Total Assets
$146M
6M Money Flow
$3M
Global Allocation
Expense Ratio
2.60%
TTM Yield
2.8%
3yr Sharpe
-0.64
YTD Return
1.7%
3yr Return
0.3%
1yr Return
3.7%
Total Assets
$110M
6M Money Flow
-$7M
Intermediate Core-Plus Bond
Expense Ratio
2.31%
TTM Yield
2.1%
3yr Sharpe
-0.74
YTD Return
2.1%
3yr Return
-1.4%
1yr Return
4.5%
Total Assets
$64M
6M Money Flow
$4M
Large Blend
Expense Ratio
2.08%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.2%
3yr Return
-
1yr Return
-
Total Assets
$91M
6M Money Flow
$27M
Global Large-Stock Blend
Expense Ratio
2.07%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
-
Total Assets
$57M
6M Money Flow
$8M