The Pacific Financial Group

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 17 distinct funds
Download top 1000 CSV
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 Growth
Expense Ratio
2.37%
TTM Yield
0.0%
3yr Sharpe
0.30
YTD Return
-3.6%
3yr Return
31.0%
1yr Return
9.3%
Total Assets
$928M
6M Money Flow
-$2M
Large Blend
Expense Ratio
2.32%
TTM Yield
0.0%
3yr Sharpe
0.28
YTD Return
-5.4%
3yr Return
30.3%
1yr Return
6.9%
Total Assets
$419M
6M Money Flow
$20M
Large Blend
Expense Ratio
2.14%
TTM Yield
0.0%
3yr Sharpe
0.27
YTD Return
-2.2%
3yr Return
28.6%
1yr Return
9.9%
Total Assets
$313M
6M Money Flow
$17M
Global Large-Stock Blend
Expense Ratio
2.02%
TTM Yield
0.0%
3yr Sharpe
0.25
YTD Return
-1.4%
3yr Return
26.9%
1yr Return
9.8%
Total Assets
$399M
6M Money Flow
$46M
Global Large-Stock Blend
Expense Ratio
2.35%
TTM Yield
0.9%
3yr Sharpe
0.23
YTD Return
-1.9%
3yr Return
25.9%
1yr Return
8.9%
Total Assets
$275M
6M Money Flow
-$11M
Global Small/Mid Stock
Expense Ratio
2.31%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
2.0%
3yr Return
21.6%
1yr Return
7.7%
Total Assets
$56M
6M Money Flow
-$2M
Global Large-Stock Blend
Expense Ratio
2.54%
TTM Yield
0.0%
3yr Sharpe
0.09
YTD Return
-0.9%
3yr Return
18.7%
1yr Return
6.6%
Total Assets
$90M
6M Money Flow
-$6M
Tactical Allocation
Expense Ratio
2.97%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
-3.8%
3yr Return
18.4%
1yr Return
4.7%
Total Assets
$115M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
-2.1%
3yr Return
17.7%
1yr Return
8.1%
Total Assets
$270M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.2%
3yr Sharpe
0.07
YTD Return
-0.4%
3yr Return
16.8%
1yr Return
8.2%
Total Assets
$131M
6M Money Flow
-$16M
Moderately Conservative Allocation
Expense Ratio
3.02%
TTM Yield
2.4%
3yr Sharpe
-0.03
YTD Return
1.4%
3yr Return
13.5%
1yr Return
7.0%
Total Assets
$101M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.40
YTD Return
2.2%
3yr Return
6.0%
1yr Return
7.2%
Total Assets
$221M
6M Money Flow
-$4M
Intermediate Core-Plus Bond
Expense Ratio
2.66%
TTM Yield
3.3%
3yr Sharpe
-0.46
YTD Return
2.4%
3yr Return
4.6%
1yr Return
6.0%
Total Assets
$147M
6M Money Flow
$3M
Global Allocation
Expense Ratio
2.60%
TTM Yield
2.9%
3yr Sharpe
-0.54
YTD Return
0.5%
3yr Return
2.2%
1yr Return
4.0%
Total Assets
$109M
6M Money Flow
-$10M
Intermediate Core-Plus Bond
Expense Ratio
2.31%
TTM Yield
2.1%
3yr Sharpe
-0.57
YTD Return
1.6%
3yr Return
1.7%
1yr Return
5.5%
Total Assets
$66M
6M Money Flow
$5M
Large Blend
Expense Ratio
2.08%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.3%
3yr Return
-
1yr Return
8.9%
Total Assets
$96M
6M Money Flow
$31M
Global Large-Stock Blend
Expense Ratio
2.07%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
7.7%
Total Assets
$56M
6M Money Flow
-$4M